Essex Financial Services, Inc. Vaneck ETF Tr Natural Resource Transaction History

Essex Financial Services, Inc.

$1.07 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	N/A	1,050 Added 27.7%	4,840 $220,000
Q1 2022 Apr 21, 2022	BUY	N/A	3,790 New	3,790 $208,000

Others Institutions Holding HAP

# of Institutions

55

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Iag Wealth Partners, LLC

286K
Shares

$14.2 Million
3.15% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

182K
Shares

$9.06 Million
2.5% of portfolio
Mercer Global Advisors Inc Denver, CO

163K
Shares

$8.11 Million
0.0% of portfolio
Cultivar Capital, Inc. Denton, TX

135K
Shares

$6.74 Million
5.88% of portfolio
Lpl Financial LLC Fort Mill, SC

50.5K
Shares

$2.52 Million
0.0% of portfolio

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