Laidlaw Wealth Management LLC Global X Fds Fintech ETF (De) Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$20.28 - $26.99 $79,010 - $105,153	3,896 Added 15.83%	28,507 $578,000
Q2 2022 Aug 12, 2022	BUY	$20.87 - $33.18 $132,566 - $210,759	6,352 Added 34.79%	24,611 $524,000
Q1 2022 May 12, 2022	BUY	$27.36 - $40.22 $149,987 - $220,486	5,482 Added 42.91%	18,259 $585,000
Q4 2021 Feb 14, 2022	SELL	$40.03 - $52.83 $7,205 - $9,509	-180 Reduced 1.39%	12,777 $511,000
Q3 2021 Nov 12, 2021	SELL	$45.19 - $52.21 $56,397 - $65,158	-1,248 Reduced 8.79%	12,957 $622,000
Q2 2021 Aug 13, 2021	BUY	$41.18 - $48.86 $152,777 - $181,270	3,710 Added 35.35%	14,205 $677,000
Q1 2021 May 17, 2021	BUY	$43.18 - $52.53 $189,473 - $230,501	4,388 Added 71.85%	10,495 $463,000
Q4 2020 Feb 16, 2021	BUY	$36.34 - $46.99 $221,928 - $286,967	6,107 New	6,107 $285,000

Others Institutions Holding FINX

# of Institutions

101

Shares Held

2.16M

Call Options Held

0

Put Options Held

0

About GLOBAL X FDS FINTECH ETF (DE)

Ticker FINX
Sector ETFs
Industry ETFs

More about FINX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.