Clearview Wealth Advisors LLC Ssga Active Trust Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$40.84 - $41.87 $24,789 - $25,415	-607 Reduced 19.42%	2,518 $105,000
Q1 2023 Apr 12, 2023	SELL	$40.7 - $42.14 $23,606 - $24,441	-580 Reduced 15.65%	3,125 $129,000
Q4 2022 Jan 31, 2023	SELL	$40.74 - $41.61 $67,546 - $68,989	-1,658 Reduced 30.92%	3,705 $151,000
Q3 2022 Oct 18, 2022	SELL	$40.87 - $43.45 $21,415 - $22,767	-524 Reduced 8.9%	5,363 $219,000
Q2 2022 Aug 05, 2022	SELL	$41.64 - $45.06 $120,214 - $130,088	-2,887 Reduced 32.9%	5,887 $245,000
Q1 2022 Apr 29, 2022	SELL	$43.97 - $45.84 $779,895 - $813,064	-17,737 Reduced 66.9%	8,774 $394,000
Q4 2021 Feb 02, 2022	BUY	$45.27 - $45.96 $147,625 - $149,875	3,261 Added 14.03%	26,511 $1.21 Million
Q3 2021 Nov 02, 2021	BUY	$45.62 - $46.2 $146,485 - $148,348	3,211 Added 16.02%	23,250 $1.07 Million
Q2 2021 Jul 30, 2021	BUY	$45.68 - $46.29 $915,381 - $927,605	20,039 New	20,039 $928,000

Others Institutions Holding SRLN

# of Institutions

545

Shares Held

118M

Call Options Held

68.4K

Put Options Held

60.6K

Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.3M
Shares

$469 Million
1.16% of portfolio
Bank Of America Corp Charlotte, NC

9.94M
Shares

$414 Million
0.03% of portfolio
Arizona Psprs Trust Phoenix, AZ

7.54M
Shares

$314 Million
12.5% of portfolio
Morgan Stanley New York, NY

7.3M
Shares

$304 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.41M
Shares

$184 Million
0.03% of portfolio

About SSGA ACTIVE TRUST

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