Hbw Advisory Services LLC Global X Fds Global X Autonomo Transaction History

Hbw Advisory Services LLC

$726 Million
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$21.14 - $24.23 $144,301 - $165,393	6,826 New	6,826 $146,000
Q3 2024 Oct 04, 2024	SELL	$20.59 - $25.46 $597 - $738	-29 Reduced 0.15%	19,745 $463,000
Q2 2024 Jul 05, 2024	SELL	$22.32 - $24.98 $45,845 - $51,308	-2,054 Reduced 9.41%	19,774 $464,000
Q4 2023 Jan 16, 2024	SELL	$20.79 - $25.09 $8,461 - $10,211	-407 Reduced 1.83%	21,828 $539,000
Q3 2023 Oct 11, 2023	SELL	$23.02 - $27.76 $31,744 - $38,281	-1,379 Reduced 5.84%	22,235 $523,000
Q2 2023 Jul 05, 2023	SELL	$21.82 - $26.45 $37,094 - $44,965	-1,700 Reduced 6.72%	23,614 $615,000
Q1 2023 Apr 07, 2023	SELL	$19.92 - $24.93 $137,348 - $171,892	-6,895 Reduced 21.41%	25,314 $604,000
Q3 2022 Oct 05, 2022	BUY	$20.12 - $26.11 $172,991 - $224,493	8,598 Added 36.42%	32,209 $665,000
Q2 2022 Jul 13, 2022	BUY	$21.47 - $28.3 $125,835 - $165,866	5,861 Added 33.02%	23,611 $507,000
Q1 2022 Apr 18, 2022	BUY	$23.97 - $31.55 $69,584 - $91,589	2,903 Added 19.55%	17,750 $489,000
Q4 2021 Jan 11, 2022	BUY	$26.95 - $32.11 $78,155 - $93,119	2,900 Added 24.27%	14,847 $453,000
Q3 2021 Oct 08, 2021	BUY	$26.72 - $29.15 $34,976 - $38,157	1,309 Added 12.3%	11,947 $327,000
Q2 2021 Jul 15, 2021	BUY	$25.55 - $28.58 $3,398 - $3,801	133 Added 1.27%	10,638 $301,000
Q1 2021 Apr 13, 2021	BUY	$24.01 - $28.34 $252,225 - $297,711	10,505 New	10,505 $279,000

Others Institutions Holding DRIV

# of Institutions

143

Shares Held

2.85M

Call Options Held

4.4K

Put Options Held

3.4K

Bank Of America Corp Charlotte, NC

795K
Shares

$18.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

282K
Shares

$6.58 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.92 Million
0.15% of portfolio
Hancock Prospecting Pty LTD West Perth, C3

162K
Shares

$3.78 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

87.7K
Shares

$2.05 Million
0.0% of portfolio

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