Destiny Wealth Partners, LLC Pacer Fds Tr Benchmark Indl Transaction History

Destiny Wealth Partners, LLC

$521 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	SELL	$34.09 - $39.38 $349,013 - $403,172	-10,238 Reduced 70.85%	4,212 $0
Q3 2022 Oct 25, 2022	SELL	$34.73 - $46.17 $100,265 - $133,292	-2,887 Reduced 16.65%	14,450 $510,000
Q2 2022 Jul 15, 2022	BUY	$39.06 - $52.27 $14,920 - $19,967	382 Added 2.25%	17,337 $708,000
Q1 2022 Apr 21, 2022	BUY	$46.65 - $54.92 $165,747 - $195,130	3,553 Added 26.51%	16,955 $861,000
Q4 2021 Jan 20, 2022	BUY	$44.35 - $56.04 $83,821 - $105,915	1,890 Added 16.42%	13,402 $751,000
Q3 2021 Oct 28, 2021	BUY	$43.16 - $48.34 $233,366 - $261,374	5,407 Added 88.57%	11,512 $505,000
Q2 2021 Jul 27, 2021	BUY	$39.62 - $44.78 $7,646 - $8,642	193 Added 3.26%	6,105 $263,000
Q1 2021 Apr 22, 2021	SELL	$35.24 - $39.32 $176,763 - $197,229	-5,016 Reduced 45.9%	5,912 $230,000
Q4 2020 Feb 05, 2021	BUY	$33.47 - $37.25 $365,760 - $407,068	10,928 New	10,928 $402,000

Others Institutions Holding INDS

# of Institutions

69

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

381K
Shares

$16.2 Million
0.02% of portfolio
Alaska Permanent Capital Management

292K
Shares

$12.4 Million
0.94% of portfolio
Northwestern Mutual Wealth Management CO

246K
Shares

$10.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

204K
Shares

$8.66 Million
0.0% of portfolio
Morgan Stanley New York, NY

194K
Shares

$8.25 Million
0.0% of portfolio

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