Joseph P. Lucia & Associates, LLC Strategy Shs Transaction History

Joseph P. Lucia & Associates, LLC

$184 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$25.0 - $26.22 $2,500 - $2,622	-100 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$24.94 - $25.94 $2,494 - $2,594	100 New	100 $2,000

Others Institutions Holding HNDL

# of Institutions

112

Shares Held

4.03M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

717K
Shares

$15.1 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

452K
Shares

$9.55 Million
4.93% of portfolio
Mercer Global Advisors Inc Denver, CO

440K
Shares

$9.28 Million
0.02% of portfolio
Cambridge Investment Research Advisors, Inc.

374K
Shares

$7.91 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

209K
Shares

$4.42 Million
0.01% of portfolio

About STRATEGY SHS

Ticker HNDL
Sector ETFs
Industry ETFs

More about HNDL

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.