Focus Financial Network, Inc. Spdr Ssga Us Small Cap Low Vol Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jul 24, 2024	SELL	$99.86 - $114.25 $3.29 Million - $3.76 Million	-32,936 Closed	0 $0
Q1 2021 Jul 24, 2024	SELL	$94.11 - $116.98 $4.42 Million - $5.49 Million	-46,959 Closed	0 $0
Q4 2020 Jul 24, 2024	BUY	$76.38 - $96.63 $265,267 - $335,595	3,473 Added 7.99%	46,959 $4.49 Billion
Q3 2020 Jul 24, 2024	BUY	$71.58 - $81.95 $89,832 - $102,847	1,255 Added 2.97%	43,486 $3.29 Billion
Q2 2020 Jul 24, 2024	BUY	$58.89 - $86.67 $121,431 - $178,713	2,062 Added 5.13%	42,231 $3.22 Billion
Q1 2020 Jul 24, 2024	BUY	$57.86 - $101.27 $2.32 Million - $4.07 Million	40,169 New	40,169 $2.65 Billion
Q4 2019 Jul 24, 2024	BUY	$92.59 - $100.97 $460,727 - $502,426	4,976 Added 17.8%	32,936 $3.3 Billion
Q3 2019 Jul 24, 2024	BUY	$94.08 - $96.95 $2.63 Million - $2.71 Million	27,960 New	27,960 $2.66 Billion

Others Institutions Holding SMLV

# of Institutions

85

Shares Held

779K

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

109K
Shares

$14.7 Million
0.19% of portfolio
Mc Naughton Wealth Management, LLC

88.9K
Shares

$12 Million
5.38% of portfolio
Dorval Corp Maple Grove, MN

68.8K
Shares

$9.25 Million
3.56% of portfolio
Cambridge Investment Research Advisors, Inc.

46.8K
Shares

$6.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

46.3K
Shares

$6.23 Million
0.0% of portfolio

About SPDR SSGA US SMALL CAP LOW VOL

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