M Holdings Securities, Inc. Strategy Shs Transaction History

M Holdings Securities, Inc.

$771 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$19.94 - $24.21 $232,719 - $282,554	-11,671 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$22.88 - $26.0 $267,032 - $303,446	11,671 New	11,671 $281,000

Others Institutions Holding HNDL

# of Institutions

121

Shares Held

4.3M

Call Options Held

11.2K

Put Options Held

100

Lpl Financial LLC Fort Mill, SC

842K
Shares

$18.6 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

459K
Shares

$10.2 Million
5.85% of portfolio
Cambridge Investment Research Advisors, Inc.

369K
Shares

$8.18 Million
0.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

256K
Shares

$5.66 Million
0.5% of portfolio
Harbour Investments, Inc. Madison, WI

201K
Shares

$4.45 Million
0.15% of portfolio

About STRATEGY SHS

Ticker HNDL
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