Halpern Financial, Inc. Spdr Euro Stoxx 50 ETF Transaction History

Halpern Financial, Inc.

$344 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Sep 21, 2023	SELL	N/A	-15,203 Closed	0 $0
Q2 2022 Sep 21, 2023	SELL	N/A	-1,839 Reduced 10.79%	15,203 $529 Million
Q1 2022 Sep 21, 2023	BUY	N/A	17,042 New	17,042 $701 Million

Others Institutions Holding FEZ

# of Institutions

257

Shares Held

35.3M

Call Options Held

369K

Put Options Held

1.94M

Jpmorgan Chase & CO New York, NY

11.5M
Shares

$590 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

2.94M
Shares

$150 Million
0.03% of portfolio
Morgan Stanley New York, NY

2.81M
Shares

$144 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$135 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

965K
Shares

$49.4 Million
0.01% of portfolio

About SPDR EURO STOXX 50 ETF

Ticker FEZ
Sector ETFs
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