Landmark Wealth Management, LLC Proshares Tr Proshares Msci Ea Transaction History

Landmark Wealth Management, LLC

$230 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$34.75 - $37.99 $219,932 - $240,438	-6,329 Reduced 6.78%	86,963 $3.03 Million
Q2 2023 Jul 14, 2023	SELL	$36.54 - $38.91 $17,173 - $18,287	-470 Reduced 0.5%	93,292 $3.45 Million
Q1 2023 Apr 17, 2023	BUY	$35.43 - $38.06 $742,045 - $797,128	20,944 Added 28.76%	93,762 $3.52 Million
Q4 2022 Jan 20, 2023	SELL	$30.72 - $36.6 $148,162 - $176,521	-4,823 Reduced 6.21%	72,818 $2.58 Million
Q3 2022 Oct 24, 2022	SELL	$30.88 - $37.02 $90,632 - $108,653	-2,935 Reduced 3.64%	77,641 $2.43 Million
Q2 2022 Jul 21, 2022	SELL	$33.42 - $40.95 $452,974 - $555,036	-13,554 Reduced 14.4%	80,576 $2.79 Million
Q1 2022 Apr 26, 2022	BUY	$38.14 - $45.81 $278,002 - $333,909	7,289 Added 8.39%	94,130 $0
Q4 2021 Jan 27, 2022	BUY	$44.84 - $48.06 $3.89 Million - $4.17 Million	86,841 New	86,841 $4,000

Others Institutions Holding EFAD

# of Institutions

35

Shares Held

1.19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

297K
Shares

$11.4 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

122K
Shares

$4.66 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

111K
Shares

$4.26 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

88.8K
Shares

$3.4 Million
0.01% of portfolio
Cornerstone Advisors Asset Management, Inc Bethlehem, PA

76.1K
Shares

$2.92 Million
0.7% of portfolio

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