Avitas Wealth Management LLC Global X Fds Transaction History

Avitas Wealth Management LLC

$674 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	SELL	$26.13 - $36.09 $208,308 - $287,709	-7,972 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$34.68 - $39.83 $4,889 - $5,616	-141 Reduced 1.74%	7,972 $287,000
Q3 2021 Oct 28, 2021	SELL	$32.76 - $39.39 $3,276 - $3,939	-100 Reduced 1.22%	8,113 $297,000
Q2 2021 Jul 12, 2021	BUY	$31.65 - $35.42 $2,911 - $3,258	92 Added 1.13%	8,213 $287,000
Q1 2021 May 13, 2021	SELL	$31.53 - $36.46 $58,551 - $67,706	-1,857 Reduced 18.61%	8,121 $269,000
Q4 2020 Feb 26, 2021	BUY	$27.71 - $33.39 $48,963 - $59,000	1,767 Added 21.52%	9,978 $331,000
Q3 2020 Oct 06, 2020	BUY	$24.01 - $28.13 $197,146 - $230,975	8,211 New	8,211 $229,000
Q3 2019 Oct 18, 2019	SELL	$18.02 - $21.1 $240,044 - $281,073	-13,321 Closed	0 $0
Q2 2019 Jul 23, 2019	BUY	$18.71 - $21.77 $5,220 - $6,073	279 Added 2.14%	13,321 $276,000
Q1 2019 May 01, 2019	BUY	$16.37 - $20.15 $245 - $302	15 Added 0.12%	13,042 $262,000
Q4 2018 Feb 08, 2019	BUY	$16.06 - $23.1 $209,213 - $300,923	13,027 New	13,027 $218,000

Others Institutions Holding BOTZ

# of Institutions

393

Shares Held

32.6M

Call Options Held

294K

Put Options Held

448K

About GLOBAL X FDS

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