Advisor Group Holdings, Inc. Bm Technologies, Inc. Transaction History

Advisor Group Holdings, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jun 06, 2025	BUY	$3.21 - $4.89 $577 - $880	180 New	180 $0
Q3 2024 Nov 13, 2024	SELL	$2.2 - $3.47 $508 - $801	-231 Reduced 56.2%	180 $0
Q2 2024 Aug 13, 2024	BUY	$1.46 - $3.65 $153 - $383	105 Added 34.31%	411 $0
Q2 2023 Aug 10, 2023	SELL	$2.66 - $3.55 $103 - $138	-39 Reduced 11.3%	306 $0
Q3 2022 Nov 14, 2022	SELL	$0.81 - $6.85 $4 - $41	-6 Reduced 1.71%	345 $2,000
Q3 2021 Nov 05, 2021	BUY	$8.79 - $12.55 $3,085 - $4,405	351 New	351 $3,000

311K

Ticker BMTX
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 12,238,900
Market Cap $61.1M
Description
BM Technologies, Inc. operates as a financial technology (fintech) company in the United States. It facilitates deposits and banking services between a customer and its partner bank, customers bank, which is a related party and is a Federal Deposit Insurance Corporation insured bank. The company, through its fintech banking platform, offers digi...

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