Bison Wealth, LLC Spdr Ser Tr S & P Telecom ETF Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$51.98 - $73.94 $3,690 - $5,249	-71 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$64.36 - $69.98 $4,569 - $4,968	71 New	71 $5,000

Others Institutions Holding XTL

# of Institutions

39

Shares Held

457K

Call Options Held

0

Put Options Held

0

New Harbor Financial Group, LLC Leominster, MA

129K
Shares

$13.7 Million
3.34% of portfolio
Sfi Advisors, LLC Montclair, NJ

54.2K
Shares

$5.77 Million
3.22% of portfolio
Cetera Investment Advisers Schaumburg, IL

37.5K
Shares

$3.99 Million
0.01% of portfolio
Morgan Stanley New York, NY

33.8K
Shares

$3.6 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

31K
Shares

$3.3 Million
0.0% of portfolio

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

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