Lee Financial CO Vaneck ETF Tr Natural Resource Transaction History

Lee Financial CO

$597 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$46.28 - $52.71 $56,276 - $64,095	-1,216 Reduced 99.92%	1 $0
Q4 2022 Feb 09, 2023	BUY	$48.03 - $52.84 $768 - $845	16 Added 1.33%	1,217 $59,000
Q2 2022 Aug 10, 2022	BUY	N/A	1,201 New	1,201 $54,000

Others Institutions Holding HAP

# of Institutions

56

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

Iag Wealth Partners, LLC

274K
Shares

$13.9 Million
2.77% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

183K
Shares

$9.28 Million
2.17% of portfolio
Mercer Global Advisors Inc Denver, CO

163K
Shares

$8.27 Million
0.0% of portfolio
Cultivar Capital, Inc. Denton, TX

133K
Shares

$6.78 Million
5.59% of portfolio
Lpl Financial LLC Fort Mill, SC

50.5K
Shares

$2.57 Million
0.0% of portfolio

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