Strategies Wealth Advisors, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$39.04 - $42.23 $157,292 - $170,144	-4,029 Reduced 5.13%	74,568 $3.11 Billion
Q4 2023 Jan 22, 2024	SELL	$37.74 - $41.31 $1.46 Million - $1.6 Million	-38,612 Reduced 32.94%	78,597 $3.23 Billion
Q3 2023 Oct 10, 2023	SELL	$39.04 - $43.07 $174,313 - $192,307	-4,465 Reduced 3.67%	117,209 $4.6 Billion
Q2 2023 Jul 12, 2023	BUY	$39.05 - $42.09 $52,366 - $56,442	1,341 Added 1.11%	121,674 $4.95 Billion
Q1 2023 Jun 27, 2023	BUY	$38.45 - $43.18 $7,997 - $8,981	208 Added 0.17%	120,333 $4.86 Billion
Q4 2022 Jun 27, 2023	BUY	$35.32 - $40.67 $260,449 - $299,900	7,374 Added 6.54%	120,125 $4.68 Billion
Q2 2022 Jun 27, 2023	BUY	$40.48 - $47.83 $197,906 - $233,840	4,889 Added 4.53%	112,751 $4.7 Billion
Q1 2022 Jun 27, 2023	SELL	$42.79 - $51.23 $128 - $153	-3 Reduced -0.0%	107,862 $4.98 Billion
Q4 2021 Jun 26, 2023	BUY	$47.81 - $52.33 $5.16 Million - $5.64 Million	107,865 New	107,865 $5.34 Billion

Others Institutions Holding VWO

# of Institutions

2,270

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.53 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.97 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.79 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.65 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.15 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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