Kelly Financial Services LLC Direxion Daily Small Cap Bull Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$32.61 - $41.68 $7,989 - $10,211	-245 Reduced 45.2%	297 $10,000
Q1 2024 Jul 17, 2024	BUY	$32.8 - $42.92 $32 - $42	1 Added 0.18%	542 $23,000
Q4 2023 Jul 17, 2024	BUY	$21.82 - $41.91 $65 - $125	3 Added 0.56%	541 $21.4 Million
Q2 2023 Jul 17, 2024	BUY	$27.58 - $36.25 $110 - $145	4 Added 0.75%	538 $19 Million
Q4 2022 Jul 17, 2024	BUY	$29.31 - $40.29 $3,898 - $5,358	133 Added 33.17%	534 $16.9 Million
Q3 2022 Jul 17, 2024	BUY	$28.52 - $53.34 $1,882 - $3,520	66 Added 19.7%	401 $11.6 Million
Q4 2021 Jul 17, 2024	BUY	$73.65 - $111.84 $5,155 - $7,828	70 Added 26.42%	335 $28.4 Million
Q3 2021 Jul 17, 2024	SELL	$75.82 - $100.43 $2.44 Million - $3.23 Million	-32,205 Reduced 99.18%	265 $21.9 Million
Q2 2021 Jul 17, 2024	BUY	$77.87 - $102.51 $2.5 Million - $3.29 Million	32,106 Added 8820.33%	32,470 $332,000
Q1 2021 Jul 17, 2024	SELL	$63.57 - $108.41 $6,738 - $11,491	-106 Reduced 22.55%	364 $32.6 Million
Q2 2020 Jul 17, 2024	BUY	$12.35 - $34.61 $12 - $34	1 Added 0.21%	470 $12.9 Million
Q1 2020 Jul 17, 2024	SELL	$11.4 - $76.84 $627 - $4,226	-55 Reduced 10.5%	469 $7.77 Million
Q4 2019 Jul 17, 2024	BUY	$50.23 - $73.36 $2,310 - $3,374	46 Added 9.62%	524 $37.8 Million
Q3 2019 Jul 17, 2024	BUY	$48.88 - $64.5 $586 - $774	12 Added 2.58%	478 $26.6 Million
Q2 2019 Jul 17, 2024	BUY	$51.65 - $69.99 $1,084 - $1,469	21 Added 4.72%	466 $29 Million
Q1 2019 Jul 17, 2024	BUY	$40.46 - $67.92 $18,004 - $30,224	445 New	445 $27.2 Million

Others Institutions Holding TNA

# of Institutions

113

Shares Held

5.44M

Call Options Held

5.76M

Put Options Held

3.75M

Ken Griffin Citadel Advisors LLC | Chicago, Il

673K
Shares

$35.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

536K
Shares

$28.3 Million
0.0% of portfolio
Hollencrest Capital Management

483K
Shares

$25.5 Million
0.91% of portfolio
Tb Alternative Assets Ltd.

384K
Shares

$20.3 Million
4.24% of portfolio
Goldman Sachs Group Inc New York, NY

325K
Shares

$17.1 Million
0.0% of portfolio

About DIREXION DAILY SMALL CAP BULL

Ticker TNA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.