Comprehensive Wealth Management, LLC Cambria Shareholder Yld ETF Transaction History

Comprehensive Wealth Management, LLC

$128 Million
Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 6,834 shares of SYLD stock, worth $462,046. This represents 0.37% of its overall portfolio holdings.

Number of Shares

6,834

Previous 6,943 1.57%

Holding current value

$462,046

Previous $451,000 3.99%

% of portfolio

0.37%

Previous 0.39%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$63.93 - $70.45 $6,968 - $7,679	-109 Reduced 1.57%	6,834 $469,000
Q2 2025 Aug 11, 2025	SELL	$55.35 - $65.57 $314,055 - $372,044	-5,674 Reduced 44.97%	6,943 $451,000
Q1 2025 May 13, 2025	BUY	$62.77 - $71.4 $149,894 - $170,503	2,388 Added 23.35%	12,617 $804,000
Q4 2024 Feb 11, 2025	BUY	$68.06 - $76.27 $49,887 - $55,905	733 Added 7.72%	10,229 $700,000
Q3 2024 Nov 06, 2024	BUY	$66.68 - $72.81 $44,075 - $48,127	661 Added 7.48%	9,496 $687,000

Q2 2024 Aug 13, 2024	BUY	$67.74 - $73.13 $111,432 - $120,298	1,645 Added 22.88%	8,835 $603,000
Q1 2024 May 01, 2024	BUY	$65.45 - $73.27 $2,683 - $3,004	41 Added 0.57%	7,190 $526,000
Q4 2023 Jan 12, 2024	SELL	$58.37 - $68.37 $27,492 - $32,202	-471 Reduced 6.18%	7,149 $483,000
Q3 2023 Jan 12, 2024	BUY	$59.83 - $64.7 $11,547 - $12,487	193 Added 2.6%	7,620 $471,000
Q2 2023 Jan 12, 2024	BUY	$54.56 - $61.17 $21,442 - $24,039	393 Added 5.59%	7,427 $454,000
Q1 2023 Jan 12, 2024	SELL	$55.84 - $66.03 $22,615 - $26,742	-405 Reduced 5.44%	7,034 $412,000
Q4 2022 Jan 12, 2024	BUY	$54.36 - $63.62 $22,124 - $25,893	407 Added 5.79%	7,439 $441,000
Q3 2022 Jan 12, 2024	BUY	$52.3 - $63.52 $13,911 - $16,896	266 Added 3.93%	7,032 $374,000
Q2 2022 Jan 12, 2024	BUY	$54.4 - $66.08 $109,398 - $132,886	2,011 Added 42.29%	6,766 $368,000
Q1 2022 Jan 12, 2024	BUY	$60.72 - $66.33 $288,723 - $315,399	4,755 New	4,755 $303,000

Others Institutions Holding SYLD

# of Institutions

179

Shares Held

10M

Call Options Held

Put Options Held

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About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

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Comprehensive Wealth Management, LLC Cambria Shareholder Yld ETF Transaction History