A detailed history of Aspireon Wealth Advisors transactions in Global X Fds Fintech ETF (De) stock. As of the latest transaction made, Aspireon Wealth Advisors holds 101,587 shares of FINX stock, worth $3.31 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
101,587
Previous 55,797 82.07%
Holding current value
$3.31 Million
Previous $1.15 Million 84.72%
% of portfolio
1.15%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023

BUY
$19.23 - $23.92 $880,541 - $1.1 Million
45,790 Added 82.07%
101,587 $2.12 Million
Q4 2022

Feb 08, 2023

SELL
$18.44 - $22.01 $1.71 Million - $2.04 Million
-92,610 Reduced 62.4%
55,797 $1.15 Million
Q3 2022

Nov 18, 2022

SELL
$20.28 - $26.99 $13.8 Million - $18.4 Million
-679,928 Reduced 82.08%
148,407 $3.01 Million
Q3 2022

Nov 15, 2022

BUY
$20.28 - $26.99 $14 Million - $18.6 Million
689,727 Added 497.61%
828,335 $17.1 Million
Q2 2022

Jul 29, 2022

SELL
$20.87 - $33.18 $141,540 - $225,026
-6,782 Reduced 4.66%
138,608 $2.96 Million
Q1 2022

May 11, 2022

BUY
$27.36 - $40.22 $371,521 - $546,147
13,579 Added 10.3%
145,390 $4.69 Million
Q4 2021

Feb 15, 2022

BUY
$40.03 - $52.83 $1.44 Million - $1.91 Million
36,091 Added 37.7%
131,811 $5.26 Million
Q3 2021

Nov 15, 2021

SELL
$45.19 - $52.21 $160,198 - $185,084
-3,545 Reduced 3.57%
95,720 $4.6 Million
Q2 2021

Aug 16, 2021

SELL
$41.18 - $48.86 $30,267 - $35,912
-735 Reduced 0.74%
99,265 $4.73 Million
Q1 2021

Apr 19, 2021

BUY
$43.18 - $52.53 $4.32 Million - $5.25 Million
100,000 New
100,000 $4.4 Million

Others Institutions Holding FINX

About GLOBAL X FDS FINTECH ETF (DE)


  • Ticker FINX
  • Sector ETFs
  • Industry ETFs
More about FINX
Track This Portfolio

Track Aspireon Wealth Advisors Portfolio

Follow Aspireon Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aspireon Wealth Advisors with notifications on news.