Lee Financial CO Vaneck Vectors ETF Tr Bdc Inco Transaction History

Lee Financial CO

$597 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$14.98 - $16.09 $44,940 - $48,270	-3,000 Reduced 49.92%	3,010 $48,000
Q2 2023 Aug 08, 2023	SELL	$13.83 - $15.36 $2,074 - $2,304	-150 Reduced 2.44%	6,010 $92,000
Q1 2023 May 15, 2023	SELL	$13.99 - $15.66 $6,645 - $7,438	-475 Reduced 7.16%	6,160 $91,000
Q3 2021 Nov 12, 2021	BUY	N/A	150 Added 2.31%	6,635 $0
Q1 2021 May 13, 2021	SELL	N/A	-525 Reduced 7.49%	6,485 $105,000

Q4 2020 Feb 12, 2021	BUY	N/A	3,360 Added 92.05%	7,010 $96,000
Q3 2020 Nov 03, 2020	SELL	N/A	-85 Reduced 2.28%	3,650 $44,000
Q2 2020 Aug 11, 2020	BUY	N/A	2,735 Added 273.5%	3,735 $45,000
Q4 2019 Feb 14, 2020	BUY	N/A	1,000 New	1,000 $17,000

Others Institutions Holding BIZD

# of Institutions

186

Shares Held

23.7M

Call Options Held

22.1K

Put Options Held

38.1K

Morgan Stanley New York, NY

5.3M
Shares

$90 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.43M
Shares

$41.2 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.94M
Shares

$32.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.1M
Shares

$18.7 Million
0.0% of portfolio
Condor Capital Management Martinsville, NJ

909K
Shares

$15.4 Million
1.53% of portfolio

About VANECK VECTORS ETF TR BDC INCO

Ticker BIZD
Sector ETFs
Industry ETFs

More about BIZD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.