Lee Financial CO Spdr Ser Tr Russell 1000 Core Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$88.5 - $95.33 $177 - $190	2 Added 0.6%	337 $32,000
Q1 2023 May 15, 2023	BUY	$89.15 - $102.43 $267 - $307	3 Added 0.9%	335 $31,000
Q4 2022 Feb 09, 2023	BUY	$84.92 - $99.03 $339 - $396	4 Added 1.22%	332 $31,000
Q3 2022 Nov 01, 2022	BUY	$83.32 - $100.81 $11,414 - $13,810	137 Added 71.73%	328 $27,000
Q2 2022 Aug 10, 2022	BUY	$88.04 - $104.6 $176 - $209	2 Added 1.06%	191 $17,000
Q1 2022 May 11, 2022	BUY	$95.72 - $103.3 $95 - $103	1 Added 0.53%	189 $19,000
Q4 2021 Feb 08, 2022	BUY	$93.44 - $100.37 $93 - $100	1 Added 0.53%	188 $19,000
Q3 2021 Nov 12, 2021	BUY	$92.19 - $98.07 $92 - $98	1 Added 0.54%	187 $0
Q2 2021 Aug 04, 2021	BUY	$90.3 - $99.36 $16,795 - $18,480	186 New	186 $18,000

Others Institutions Holding ONEY

# of Institutions

104

Shares Held

6.16M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

3.31M
Shares

$364 Million
5.48% of portfolio
Ameriprise Financial Inc Minneapolis, MN

629K
Shares

$69 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

596K
Shares

$65.4 Million
0.03% of portfolio
Creative Planning Overland Park, KS

257K
Shares

$28.2 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

179K
Shares

$19.6 Million
0.03% of portfolio

About SPDR SER TR RUSSELL 1000 CORE

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