Aj Wealth Strategies, LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$26.45 - $29.35 $204,299 - $226,699	-7,724 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$26.66 - $28.2 $4,292 - $4,540	161 Added 2.13%	7,724 $206,000
Q3 2019 Nov 26, 2019	SELL	$27.91 - $28.18 $953,349 - $962,572	-34,158 Reduced 81.87%	7,563 $213,000
Q2 2019 Aug 19, 2019	SELL	N/A	-7,237 Reduced 14.78%	41,721 $1.14 Million
Q1 2019 May 13, 2019	SELL	N/A	-36,489 Reduced 42.7%	48,958 $1.34 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,523 Added 4.3%	85,447 $2.31 Million
Q3 2018 Nov 15, 2018	BUY	N/A	21,301 Added 35.14%	81,924 $2.19 Million
Q2 2018 Jul 19, 2018	BUY	N/A	6,150 Added 11.29%	60,623 $1.61 Million
Q1 2018 Jul 19, 2018	SELL	N/A	-26,075 Reduced 32.37%	54,473 $1.38 Million
Q4 2017 Jul 19, 2018	SELL	N/A	-7,104 Reduced 8.1%	80,548 $2.09 Million
Q3 2017 Jul 19, 2018	BUY	N/A	14,141 Added 19.24%	87,652 $2.27 Million
Q2 2017 Jul 19, 2018	SELL	N/A	-143,972 Reduced 66.2%	73,511 $1.93 Million
Q1 2017 Jul 19, 2018	BUY	N/A	33,226 Added 18.03%	217,483 $5.9 Million
Q4 2016 Jul 19, 2018	BUY	N/A	184,257	184,257 $5.15 Million

Others Institutions Holding USDU

# of Institutions

49

Shares Held

5.4M

Call Options Held

13.5K

Put Options Held

1.6K

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