Clearview Wealth Advisors LLC Ark ETF Tr Innovation ETF (De) Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2023	BUY	$30.46 - $44.41 $20,408 - $29,754	670 Added 106.52%	1,299 $52,000
Q4 2022 Jan 31, 2023	SELL	$29.64 - $40.79 $5,216 - $7,179	-176 Reduced 21.86%	629 $19,000
Q3 2022 Oct 18, 2022	SELL	$37.43 - $52.19 $1,122 - $1,565	-30 Reduced 3.59%	805 $30,000
Q2 2022 Aug 05, 2022	BUY	$36.58 - $70.5 $11,486 - $22,137	314 Added 60.27%	835 $33,000
Q1 2022 Apr 29, 2022	BUY	$52.29 - $96.99 $8,104 - $15,033	155 Added 42.35%	521 $35,000
Q4 2021 Feb 02, 2022	BUY	$91.87 - $125.12 $2,756 - $3,753	30 Added 8.93%	366 $35,000
Q3 2021 Nov 02, 2021	BUY	$109.72 - $129.16 $13,385 - $15,757	122 Added 57.01%	336 $37,000
Q1 2021 May 06, 2021	BUY	$110.26 - $156.58 $5,071 - $7,202	46 Added 27.38%	214 $26,000
Q4 2020 Jan 21, 2021	BUY	$90.79 - $135.05 $15,252 - $22,688	168 New	168 $21,000

Others Institutions Holding ARKK

# of Institutions

676

Shares Held

50.3M

Call Options Held

16.1M

Put Options Held

16.3M

Morgan Stanley New York, NY

5.18M
Shares

$306 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.89M
Shares

$230 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.82M
Shares

$226 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.12M
Shares

$185 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.62M
Shares

$155 Million
0.02% of portfolio

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

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