Joseph P. Lucia & Associates, LLC Global X Fds Global X Autonomo Transaction History

Joseph P. Lucia & Associates, LLC

$186 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	SELL	$22.49 - $24.7 $119,534 - $131,280	-5,315 Reduced 38.05%	8,655 $213,000
Q4 2023 Jan 29, 2024	SELL	$20.79 - $25.09 $78,170 - $94,338	-3,760 Reduced 21.21%	13,970 $344,000
Q3 2023 Oct 30, 2023	SELL	$23.02 - $27.76 $23,595 - $28,454	-1,025 Reduced 5.47%	17,730 $416,000
Q2 2023 Jul 21, 2023	SELL	$21.82 - $26.45 $56,732 - $68,770	-2,600 Reduced 12.18%	18,755 $488,000
Q1 2023 May 02, 2023	SELL	$19.92 - $24.93 $91,831 - $114,927	-4,610 Reduced 17.75%	21,355 $509,000
Q4 2022 Feb 13, 2023	SELL	$19.39 - $23.39 $48,087 - $58,007	-2,480 Reduced 8.72%	25,965 $515,000
Q3 2022 Oct 28, 2022	BUY	$20.12 - $26.11 $10,261 - $13,316	510 Added 1.83%	28,445 $572,000
Q2 2022 Jul 26, 2022	SELL	$21.47 - $28.3 $12,023 - $15,848	-560 Reduced 1.97%	27,935 $600,000
Q1 2022 Apr 19, 2022	BUY	$23.97 - $31.55 $104,029 - $136,927	4,340 Added 17.97%	28,495 $785,000
Q4 2021 Feb 04, 2022	BUY	$26.95 - $32.11 $100,793 - $120,091	3,740 Added 18.32%	24,155 $737,000
Q3 2021 Oct 13, 2021	BUY	$26.72 - $29.15 $96,993 - $105,814	3,630 Added 21.63%	20,415 $560,000
Q2 2021 Jul 27, 2021	BUY	$25.55 - $28.58 $299,573 - $335,100	11,725 Added 231.72%	16,785 $475,000
Q1 2021 Apr 23, 2021	BUY	$24.01 - $28.34 $121,490 - $143,400	5,060 New	5,060 $134,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

About GLOBAL X FDS GLOBAL X AUTONOMO

Ticker DRIV
Sector ETFs
Industry ETFs

More about DRIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Joseph P. Lucia & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joseph P. Lucia & Associates, LLC with notifications on news.