Independent Solutions Wealth Management, LLC Amdocs LTD Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$84.49 - $98.68 $406,312 - $474,552	-4,809 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$88.83 - $98.85 $70,086 - $77,992	-789 Reduced 14.09%	4,809 $475 Million
Q1 2023 Dec 19, 2024	SELL	$88.99 - $97.05 $11,390 - $12,422	-128 Reduced 2.24%	5,598 $538 Million
Q4 2022 Dec 19, 2024	SELL	$79.01 - $90.95 $5,846 - $6,730	-74 Reduced 1.28%	5,726 $520 Million
Q3 2022 Dec 19, 2024	SELL	$78.64 - $90.39 $16,042 - $18,439	-204 Reduced 3.4%	5,800 $461 Million
Q2 2022 Dec 19, 2024	BUY	$76.97 - $87.1 $462,127 - $522,948	6,004 New	6,004 $500 Million
Q2 2021 Dec 19, 2024	SELL	$72.13 - $80.84 $235,288 - $263,700	-3,262 Closed	0 $0
Q1 2021 Dec 19, 2024	BUY	$69.34 - $82.16 $29,954 - $35,493	432 Added 15.27%	3,262 $229 Million
Q4 2020 Dec 19, 2024	BUY	$54.96 - $70.93 $155,536 - $200,731	2,830 New	2,830 $201 Million

Others Institutions Holding DOX

# of Institutions

534

Shares Held

90.3M

Call Options Held

42.7K

Put Options Held

69.9K

Janus Henderson Group PLC London, X0

6.63M
Shares

$545 Million
0.31% of portfolio
Richard Pzena Pzena Investment Management LLC

6.36M
Shares

$523 Million
1.84% of portfolio
Beutel, Goodman & CO Ltd. Toronto, A6

4.99M
Shares

$410 Million
2.15% of portfolio
Black Rock Inc. New York, NY

3.64M
Shares

$299 Million
0.01% of portfolio
Allspring Global Investments Holdings, LLC

3.18M
Shares

$261 Million
0.45% of portfolio

View Full List

About AMDOCS LTD

Ticker DOX
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 121,961,000
Market Cap $10B
Description
Amdocs Limited, through its subsidiaries, provides software and services worldwide. The company designs, develops, operates, implements, supports, and markets open and modular cloud portfolio. It provides CES21, a 5G and cloud-native microservices-based market-leading customer experience suite, that enables service providers to build, deliver, a...

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