Comprehensive Wealth Management, LLC Cambria Shareholder Yld ETF Transaction History

Comprehensive Wealth Management, LLC

  • $135 Million
  • Q2 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 8,835 shares of SYLD stock, worth $616,683. This represents 0.45% of its overall portfolio holdings.

Number of Shares
8,835
Previous 7,190 22.88%
Holding current value
$616,683
Previous $526,000 14.64%
% of portfolio
0.45%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
189
Shares Held
12M
Call Options Held
8.9K
Put Options Held
300
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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