Pacific Capital Wealth Advisors, Inc Dbx ETF Tr X Trackers Low Beta Transaction History

Pacific Capital Wealth Advisors, Inc

$592 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$43.85 - $48.28 $9,603 - $10,573	-219 Reduced 2.04%	10,499 $468,000
Q1 2022 May 16, 2022	BUY	$47.17 - $50.53 $94 - $101	2 Added 0.02%	10,718 $517,000
Q4 2021 Mar 08, 2022	BUY	$49.89 - $50.76 $149 - $152	3 Added 0.03%	10,716 $542,000
Q3 2021 Nov 30, 2021	SELL	$50.62 - $51.1 $166,489 - $168,067	-3,289 Reduced 23.49%	10,713 $544,000
Q2 2021 Aug 13, 2021	BUY	$50.23 - $50.88 $35,060 - $35,514	698 Added 5.25%	14,002 $712,000
Q1 2021 May 17, 2021	SELL	$49.8 - $51.04 $4,980 - $5,104	-100 Reduced 0.75%	13,304 $672,000
Q4 2020 Feb 16, 2021	SELL	$49.68 - $50.86 $23,101 - $23,649	-465 Reduced 3.35%	13,404 $682,000
Q3 2020 Nov 16, 2020	BUY	$48.7 - $50.85 $62,676 - $65,443	1,287 Added 10.23%	13,869 $690,000
Q2 2020 Aug 11, 2020	BUY	$45.17 - $49.84 $568,328 - $627,086	12,582 New	12,582 $614,000

Others Institutions Holding HYDW

# of Institutions

25

Shares Held

8.61M

Call Options Held

0

Put Options Held

0

American Family Insurance Mutual Holding CO

3.54M
Shares

$165 Million
30.8% of portfolio
American Family Investments, Inc. Madison, WI

3.54M
Shares

$165 Million
11.84% of portfolio
Envestnet Asset Management Inc

349K
Shares

$16.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

330K
Shares

$15.4 Million
0.04% of portfolio
Financial Gravity Asset Management, Inc.

311K
Shares

$14.5 Million
3.56% of portfolio

About DBX ETF TR X-TRACKERS LOW BETA

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