Consolidated Planning Corp Global X Fds Global X Autonomo Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$26.95 - $32.11 $13,475 - $16,055	-500 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$26.72 - $29.15 $13,360 - $14,575	500 New	500 $14,000

Others Institutions Holding DRIV

# of Institutions

158

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.5 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.2 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$8.04 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.98 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.93 Million
0.15% of portfolio

About GLOBAL X FDS GLOBAL X AUTONOMO

Ticker DRIV
Sector ETFs
Industry ETFs

More about DRIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.