Laidlaw Wealth Management LLC Amplify ETF Tr Amplify Cwp Enh Transaction History

Laidlaw Wealth Management LLC

$170 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$33.71 - $36.6 $604,521 - $656,347	-17,933 Reduced 71.39%	7,186 $262,000
Q3 2023 Nov 13, 2023	SELL	$34.73 - $37.02 $6.22 Million - $6.64 Million	-179,235 Reduced 87.71%	25,119 $872,000
Q2 2023 Aug 11, 2023	SELL	$34.44 - $36.35 $113,100 - $119,373	-3,284 Reduced 1.58%	204,354 $7.36 Million
Q1 2023 May 12, 2023	SELL	$34.17 - $36.58 $1,605 - $1,719	-47 Reduced 0.02%	207,638 $7.36 Million
Q4 2022 Feb 14, 2023	SELL	$34.77 - $37.0 $517,342 - $550,523	-14,879 Reduced 6.69%	207,685 $7.45 Million

Q3 2022 Nov 14, 2022	BUY	$32.9 - $36.43 $305,871 - $338,689	9,297 Added 4.36%	222,564 $7.12 Million
Q2 2022 Aug 12, 2022	SELL	$32.82 - $38.01 $666,836 - $772,287	-20,318 Reduced 8.7%	213,267 $7.16 Million
Q1 2022 May 12, 2022	BUY	$35.53 - $38.4 $2.67 Million - $2.88 Million	75,101 Added 47.39%	233,585 $8.75 Million
Q4 2021 Feb 14, 2022	BUY	$35.0 - $38.32 $5.55 Million - $6.07 Million	158,484 New	158,484 $6.05 Million
Q3 2021 Nov 12, 2021	SELL	$34.92 - $37.0 $4.4 Million - $4.66 Million	-125,916 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$34.55 - $36.19 $4.35 Million - $4.56 Million	125,916 New	125,916 $4.52 Million
Q1 2021 May 17, 2021	SELL	$32.12 - $34.82 $3.55 Million - $3.85 Million	-110,592 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$29.19 - $32.72 $3.23 Million - $3.62 Million	110,592 New	110,592 $3.62 Million

Others Institutions Holding DIVO

# of Institutions

249

Shares Held

57.2M

Call Options Held

4.6K

Put Options Held

3.9K

Prostatis Group LLC Hanover, MD

10.5M
Shares

$408 Million
5.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

8.67M
Shares

$337 Million
0.51% of portfolio
Raymond James & Associates St Petersburg, FL

4.56M
Shares

$177 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

4.25M
Shares

$165 Million
0.09% of portfolio
Retirement Planning Group

3M
Shares

$116 Million
9.39% of portfolio

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