Householder Group Estate & Retirement Specialist, LLC Absolute Shs Tr Wbi Pwr Factor Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$28.54 - $30.33 $16,695 - $17,743	-585 Reduced 24.38%	1,815 $52,000
Q3 2023 Oct 10, 2023	SELL	$25.16 - $27.98 $23,499 - $26,133	-934 Reduced 28.01%	2,400 $61,000
Q1 2023 Apr 13, 2023	BUY	$25.21 - $29.81 $84,050 - $99,386	3,334 New	3,334 $89,000
Q3 2022 Oct 11, 2022	BUY	$23.35 - $29.1 $108,180 - $134,820	4,633 New	4,633 $108,000

Others Institutions Holding WBIY

# of Institutions

Shares Held

1.66M

Call Options Held

Put Options Held

Wbi Investments, Inc.

932K
Shares

$28.1 Million
7.26% of portfolio
Lpl Financial LLC Fort Mill, SC

147K
Shares

$4.44 Million
0.0% of portfolio
Envestnet Asset Management Inc

137K
Shares

$4.13 Million
0.0% of portfolio
Private Advisor Group, LLC

65.2K
Shares

$1.96 Million
0.01% of portfolio
Stratos Wealth Partners, Ltd.

61.4K
Shares

$1.85 Million
0.03% of portfolio

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