Coldstream Capital Management Inc Strategy Shs Transaction History

Coldstream Capital Management Inc

$4.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$22.88 - $26.0 $180,752 - $205,400	-7,900 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$25.0 - $26.22 $197,500 - $207,138	7,900 New	7,900 $205,000

Others Institutions Holding HNDL

# of Institutions

121

Shares Held

4.16M

Call Options Held

22K

Put Options Held

1.4K

Lpl Financial LLC Fort Mill, SC

818K
Shares

$17.8 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

459K
Shares

$10 Million
5.85% of portfolio
Cambridge Investment Research Advisors, Inc.

370K
Shares

$8.05 Million
0.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

223K
Shares

$4.85 Million
0.42% of portfolio
International Assets Investment Management, LLC Orlando, FL

164K
Shares

$3.58 Million
0.02% of portfolio

About STRATEGY SHS

Ticker HNDL
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