Ashton Thomas Private Wealth, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History

Ashton Thomas Private Wealth, LLC

$1.75 Trillion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$197.12 - $230.64 $226,885 - $265,466	-1,151 Closed	0 $0
Q4 2023 Apr 19, 2024	BUY	$172.61 - $202.76 $198,674 - $233,376	1,151 New	1,151 $233 Million

Others Institutions Holding MMTM

# of Institutions

35

Shares Held

218K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

69.2K
Shares

$17.1 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

40.6K
Shares

$10.1 Million
0.6% of portfolio
Professional Financial Advisors, LLC

16.9K
Shares

$4.18 Million
1.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

15.2K
Shares

$3.78 Million
0.01% of portfolio
Steward Partners Investment Advisory, LLC

14.1K
Shares

$3.5 Million
0.04% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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