Lee Financial CO Alps ETF Tr Medical Breakthrou Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 07, 2018	SELL	$36.64 - $39.37 $5,496 - $5,905	-150 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$32.67 - $39.28 $1,633 - $1,964	50 Added 50.0%	150 $6,000
Q1 2018 May 09, 2018	BUY	$32.88 - $36.8 $3,288 - $3,679	100 New	100 $3,000

Others Institutions Holding SBIO

# of Institutions

42

Shares Held

1.6M

Call Options Held

0

Put Options Held

0

Davenport & CO LLC

770K
Shares

$25.9 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

165K
Shares

$5.55 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

126K
Shares

$4.26 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

119K
Shares

$4 Million
0.0% of portfolio
Morgan Stanley New York, NY

88.9K
Shares

$3 Million
0.0% of portfolio

About ALPS ETF TR MEDICAL BREAKTHROU

Ticker SBIO
Sector ETFs
Industry ETFs

More about SBIO

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.