Comprehensive Wealth Management, LLC Cambria Shareholder Yld ETF Transaction History

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024

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 10,229 shares of SYLD stock, worth $650,052. This represents 0.53% of its overall portfolio holdings.

Number of Shares
10,229
Previous 9,496 7.72%
Holding current value
$650,052
Previous $687,000 1.89%
% of portfolio
0.53%
Previous 0.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
199
Shares Held
11.9M
Call Options Held
0
Put Options Held
0
View Full List

About CAMBRIA SHAREHOLDER YLD ETF

SYLD Quotes by TradingView
  • Ticker SYLD
  • Sector ETFs
  • Industry ETFs
More about SYLD
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