Hapanowicz & Associates Financial Services, Inc First Tr ETF Fd Iv First Tr Lo Transaction History

Hapanowicz & Associates Financial Services, Inc

$197 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 18, 2022	SELL	$47.98 - $48.96 $4.12 Million - $4.2 Million	-85,885 Reduced 37.03%	146,058 $7.06 Million
Q1 2022 Apr 22, 2022	SELL	$48.85 - $50.03 $229,497 - $235,040	-4,698 Reduced 1.99%	231,943 $11.4 Million
Q4 2021 Feb 10, 2022	BUY	$49.97 - $50.67 $79,202 - $80,311	1,585 Added 0.67%	236,641 $11.8 Million
Q3 2021 Oct 18, 2021	BUY	$50.52 - $50.94 $94,623 - $95,410	1,873 Added 0.8%	235,056 $11.9 Million
Q2 2021 Jul 21, 2021	BUY	$50.83 - $51.19 $508,503 - $512,104	10,004 Added 4.48%	233,183 $11.9 Million
Q1 2021 Apr 29, 2021	BUY	$51.0 - $51.58 $368,322 - $372,510	7,222 Added 3.34%	223,179 $11.4 Million
Q4 2020 Feb 02, 2021	SELL	$51.39 - $51.73 $64,494 - $64,921	-1,255 Reduced 0.58%	215,957 $11.1 Million
Q3 2020 Oct 29, 2020	BUY	$51.62 - $51.89 $247,517 - $248,812	4,795 Added 2.26%	217,212 $11.2 Million
Q2 2020 Jul 31, 2020	BUY	$51.33 - $51.83 $10.9 Million - $11 Million	212,417 New	212,417 $11 Million

Others Institutions Holding LMBS

# of Institutions

418

Shares Held

70.9M

Call Options Held

Put Options Held

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