Hbw Advisory Services LLC Global X Fds Global X Social M Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 07, 2023	BUY	$31.81 - $38.91 $67,469 - $82,528	2,121 New	2,121 $78,000
Q1 2022 Apr 18, 2022	SELL	$36.21 - $54.05 $141,400 - $211,065	-3,905 Closed	0 $0
Q4 2021 Jan 11, 2022	BUY	$52.14 - $65.88 $417 - $527	8 Added 0.21%	3,905 $210,000
Q3 2021 Oct 08, 2021	BUY	$60.12 - $72.08 $300 - $360	5 Added 0.13%	3,897 $237,000
Q2 2021 Jul 15, 2021	SELL	$61.41 - $72.64 $171,395 - $202,738	-2,791 Reduced 41.76%	3,892 $282,000
Q1 2021 Apr 13, 2021	SELL	$62.15 - $78.16 $26,413 - $33,218	-425 Reduced 5.98%	6,683 $446,000
Q4 2020 Jan 12, 2021	BUY	$49.16 - $62.24 $66,857 - $84,646	1,360 Added 23.66%	7,108 $439,000
Q3 2020 Oct 14, 2020	BUY	$43.62 - $51.75 $250,727 - $297,459	5,748 New	5,748 $281,000

Others Institutions Holding SOCL

# of Institutions

50

Shares Held

1.36M

Call Options Held

0

Put Options Held

5.2K

Daiwa Securities Group Inc. Tokyo, M0

465K
Shares

$19.4 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

336K
Shares

$14 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

215K
Shares

$8.96 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

55.4K
Shares

$2.31 Million
0.0% of portfolio
Morgan Stanley New York, NY

52.9K
Shares

$2.2 Million
0.0% of portfolio

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