Ifp Advisors, Inc Strategy Shs Day Hagan/Ned Dav Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$28.73 - $32.57 $283,737 - $321,661	-9,876 Reduced 9.98%	89,053 $2.24 Million
Q3 2022 Nov 08, 2022	BUY	$28.92 - $34.0 $354,906 - $417,248	12,272 Added 14.16%	98,929 $2.48 Million
Q2 2022 Sep 06, 2022	BUY	$30.73 - $35.86 $2.66 Million - $3.11 Million	86,657 New	86,657 $2.18 Million
Q2 2022 Aug 12, 2022	SELL	$30.73 - $35.86 $2.66 Million - $3.11 Million	-86,657 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$34.28 - $37.53 $2.97 Million - $3.25 Million	86,657 New	86,657 $0

Q3 2021 Oct 06, 2021	SELL	$33.09 - $35.2 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$31.27 - $33.51 $0 - $0	0 New	0 $0

Others Institutions Holding SSUS

# of Institutions

80

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Integrated Wealth Concepts LLC

1.4M
Shares

$55.2 Million
0.8% of portfolio
Cwm, LLC

1.38M
Shares

$54.4 Million
0.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.07M
Shares

$42.1 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

900K
Shares

$35.6 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

812K
Shares

$32.1 Million
0.02% of portfolio

About STRATEGY SHS DAY HAGAN/NED DAV

Ticker SSUS
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