Aveo Capital Partners, LLC Spdr Index Shs Fund Spdr S&P C Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$100.13 - $117.86 $191,348 - $225,230	-1,911 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$108.07 - $131.38 $3,782 - $4,598	35 Added 1.87%	1,911 $211,000
Q2 2021 Aug 13, 2021	BUY	$123.38 - $135.43 $7,032 - $7,719	57 Added 3.13%	1,876 $249,000
Q1 2021 May 11, 2021	BUY	$126.98 - $155.61 $230,976 - $283,054	1,819 New	1,819 $238,000
Q4 2020 Feb 10, 2021	SELL	$118.51 - $131.82 $232,279 - $258,367	-1,960 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$105.84 - $124.1 $207,446 - $243,236	1,960 New	1,960 $233,000
Q1 2020 May 05, 2020	SELL	$83.64 - $108.4 $167,447 - $217,016	-2,002 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$89.3 - $102.65 $178,778 - $205,505	2,002 New	2,002 $206,000

Others Institutions Holding GXC

# of Institutions

84

Shares Held

1.78M

Call Options Held

5.4K

Put Options Held

4.6K

Osborne Partners Capital Management, LLC

193K
Shares

$15 Million
0.91% of portfolio
Bank Of America Corp Charlotte, NC

154K
Shares

$12 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.5 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$11 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

132K
Shares

$10.3 Million
8.59% of portfolio

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