Cook Wealth Management Group LLC Global X Fds Global X Autonomo Transaction History

Cook Wealth Management Group LLC

$182 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	BUY	$23.02 - $27.76 $92,149 - $111,123	4,003 Added 30.45%	17,151 $402,000
Q2 2023 Jul 31, 2023	SELL	$21.82 - $26.45 $75,737 - $91,807	-3,471 Reduced 20.89%	13,148 $342,000
Q1 2023 May 04, 2023	BUY	$19.92 - $24.93 $36,294 - $45,422	1,822 Added 12.31%	16,619 $396,000
Q4 2022 Feb 13, 2023	BUY	$19.54 - $23.39 $5,764 - $6,900	295 Added 2.03%	14,797 $294,000
Q3 2022 Nov 14, 2022	BUY	$21.1 - $26.11 $17,323 - $21,436	821 Added 6.0%	14,502 $305,000
Q2 2022 Aug 12, 2022	BUY	$21.47 - $28.3 $35,446 - $46,723	1,651 Added 13.72%	13,681 $340,000
Q1 2022 May 13, 2022	BUY	$23.97 - $31.55 $910 - $1,198	38 Added 0.32%	12,030 $294,000
Q4 2021 Feb 11, 2022	BUY	$26.95 - $32.11 $323,184 - $385,063	11,992 New	11,992 $336,000

Others Institutions Holding DRIV

# of Institutions

180

Shares Held

5.05M

Call Options Held

7.2K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

750K
Shares

$16.3 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$9.99 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$9.62 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$6.89 Million
0.0% of portfolio
Cx Institutional

279K
Shares

$6.09 Million
0.31% of portfolio

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