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

Joseph P. Lucia & Associates, LLC

$186 Million
Q3 2024

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

122

Shares Held

4.16M

Call Options Held

22K

Put Options Held

1.4K

Lpl Financial LLC Fort Mill, SC

818K
Shares

$17.5 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

459K
Shares

$9.81 Million
5.85% of portfolio
Cambridge Investment Research Advisors, Inc.

370K
Shares

$7.9 Million
0.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

223K
Shares

$4.76 Million
0.42% of portfolio
International Assets Investment Management, LLC Orlando, FL

164K
Shares

$3.51 Million
0.02% of portfolio

About STRATEGY SHS

Ticker HNDL
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