Lineweaver Wealth Advisors, LLC Arrow Mark Financial Corp. Transaction History

Lineweaver Wealth Advisors, LLC

$496 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$21.2 - $22.7 $378,674 - $405,467	-17,862 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$21.3 - $22.24 $22,854 - $23,863	1,073 Added 6.39%	17,862 $393,000
Q2 2021 Jul 26, 2021	BUY	$19.52 - $22.2 $327,721 - $372,715	16,789 New	16,789 $369,000

Others Institutions Holding BANX

# of Institutions

33

Shares Held

1.24M

Call Options Held

3.8K

Put Options Held

6.8K

Greenwich Investment Management, Inc. Stamford, CT

299K
Shares

$6.27 Million
5.21% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

196K
Shares

$4.11 Million
0.01% of portfolio
Arrow Mark Colorado Holdings LLC Denver, CO

196K
Shares

$4.11 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

161K
Shares

$3.37 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.8K
Shares

$1.69 Million
0.0% of portfolio

About ArrowMark Financial Corp.

Ticker BANX
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
StoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed incom...

More about BANX

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