Aj Wealth Strategies, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$31.08 - $44.66 $181,320 - $260,546	-5,834 Closed	0 $0
Q2 2019 Aug 19, 2019	BUY	N/A	5,834 New	5,834 $252,000

Others Institutions Holding PSK

# of Institutions

181

Shares Held

13.4M

Call Options Held

7.5K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

1.74M
Shares

$57.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.17M
Shares

$38.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

933K
Shares

$30.6 Million
0.01% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

781K
Shares

$25.6 Million
16.45% of portfolio
Cno Financial Group, Inc.

700K
Shares

$22.9 Million
13.74% of portfolio

About SPDR SER TR SPDR ICE PFD SEC E

Ticker PSK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.