Lex Aurum Advisors, LLC Ishares Msci Usa Size Factor E Transaction History

Lex Aurum Advisors, LLC

$430 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 20, 2021	SELL	$93.39 - $111.17 $266,535 - $317,279	-2,854 Closed	0 $0
Q3 2020 Oct 22, 2020	BUY	$87.14 - $98.64 $248,697 - $281,518	2,854 New	2,854 $268,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.2K

Black Rock Inc. New York, NY

429K
Shares

$67 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

342K
Shares

$53.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

183K
Shares

$28.5 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$26.7 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$17.1 Million
7.47% of portfolio

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