Carmichael Hill & Associates, Inc. Ishares Tr Focused Value Facto Transaction History

Carmichael Hill & Associates, Inc.

$279 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$54.63 - $59.16 $1,693 - $1,833	-31 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$42.2 - $55.08 $1,308 - $1,707	31 New	31 $2,000

Others Institutions Holding FOVL

# of Institutions

22

Shares Held

215K

Call Options Held

0

Put Options Held

0

Retirement Capital Strategies

63.9K
Shares

$4.65 Million
1.74% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2K
Shares

$3 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

37K
Shares

$2.69 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

21.7K
Shares

$1.58 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

8.5K
Shares

$618,872
0.01% of portfolio

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