Insight Wealth Strategies, LLC Cambria Foreign Shareholder Yi Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$24.86 - $27.99 $180,906 - $203,683	7,277 Added 3.56%	211,730 $5.35 Million
Q3 2024 Oct 07, 2024	BUY	$24.79 - $28.04 $166,415 - $188,232	6,713 Added 3.39%	204,453 $5.69 Million
Q2 2024 Jul 08, 2024	BUY	$26.16 - $28.19 $33,746 - $36,365	1,290 Added 0.66%	197,740 $5.22 Million
Q1 2024 Apr 05, 2024	SELL	$25.37 - $27.31 $56,042 - $60,327	-2,209 Reduced 1.11%	196,450 $5.31 Million
Q4 2023 Jan 12, 2024	SELL	$22.94 - $25.9 $58,932 - $66,537	-2,569 Reduced 1.28%	198,659 $5.12 Million
Q3 2023 Oct 13, 2023	SELL	$23.63 - $25.32 $105,626 - $113,180	-4,470 Reduced 2.17%	201,228 $4.83 Million
Q2 2023 Jul 14, 2023	BUY	$23.46 - $25.76 $4.83 Million - $5.3 Million	205,698 New	205,698 $4.94 Million

Others Institutions Holding FYLD

# of Institutions

68

Shares Held

10.1M

Call Options Held

0

Put Options Held

0

Smith Anglin Financial, LLC

1.63M
Shares

$48.2 Million
5.29% of portfolio
Cambria Investment Management, L.P.

591K
Shares

$17.5 Million
1.17% of portfolio
Raymond James & Associates St Petersburg, FL

581K
Shares

$17.2 Million
0.01% of portfolio
Intellus Advisors LLC Naples, FL

539K
Shares

$16 Million
2.54% of portfolio
Rothschild Investment LLC Chicago, IL

513K
Shares

$15.2 Million
0.92% of portfolio

About CAMBRIA FOREIGN SHAREHOLDER YI

Ticker FYLD
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