Garrett Wealth Advisory Group, LLC John Hancock Multifactor Large Transaction History

Garrett Wealth Advisory Group, LLC

$439 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 22, 2021	SELL	$41.02 - $47.38 $806,453 - $931,490	-19,660 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$38.49 - $43.96 $25,711 - $29,365	-668 Reduced 3.29%	19,660 $821,000
Q2 2020 Jul 20, 2020	SELL	$30.43 - $40.88 $420,299 - $564,634	-13,812 Reduced 40.46%	20,328 $776,000
Q1 2020 Apr 16, 2020	BUY	$27.49 - $43.04 $141,353 - $221,311	5,142 Added 17.73%	34,140 $1.09 Million
Q4 2019 Jan 28, 2020	SELL	$37.23 - $41.58 $5,286 - $5,904	-142 Reduced 0.49%	28,998 $1.19 Million
Q3 2019 Oct 18, 2019	BUY	$36.47 - $38.92 $17,979 - $19,187	493 Added 1.72%	29,140 $1.12 Million
Q2 2019 Jul 29, 2019	SELL	$35.5 - $38.23 $70,112 - $75,504	-1,975 Reduced 6.45%	28,647 $1.08 Million
Q1 2019 Apr 24, 2019	BUY	$31.29 - $36.71 $26,659 - $31,276	852 Added 2.86%	30,622 $1.12 Million
Q4 2018 Mar 22, 2019	BUY	$30.1 - $37.63 $896,077 - $1.12 Million	29,770 New	29,770 $955,000

Others Institutions Holding JHML

# of Institutions

107

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

About JOHN HANCOCK MULTIFACTOR LARGE

Ticker JHML
Sector ETFs
Industry ETFs

More about JHML

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Garrett Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garrett Wealth Advisory Group, LLC with notifications on news.