Personal Cfo Solutions, LLC Alps ETF Tr Disruptive Technol Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Alps ETF Tr Disruptive Technol stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,151 shares of DTEC stock, worth $236,121. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,151
Previous 5,151 -0.0%
Holding current value
$236,121
Previous $212,000 7.55%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$38.81 - $42.9 $1,319 - $1,458
-34 Reduced 0.66%
5,151 $212,000
Q1 2024

May 13, 2024
SELL
$39.53 - $42.84 $1,976 - $2,142
-50 Reduced 0.96%
5,185 $219,000
Q4 2023

Feb 13, 2024
BUY
$32.38 - $41.67 $169,509 - $218,142
5,235 New
5,235 $216,000
Q2 2022

Aug 05, 2022
SELL
$31.81 - $43.7 $161,435 - $221,777
-5,075 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$38.15 - $48.63 $6,676 - $8,510
-175 Reduced 3.33%
5,075 $217,000
Q4 2021

Feb 11, 2022
BUY
$46.57 - $52.64 $17,696 - $20,003
380 Added 7.8%
5,250 $254,000
Q3 2021

Nov 18, 2021
SELL
$47.22 - $51.9 $5,241 - $5,760
-111 Reduced 2.23%
4,870 $236,000
Q2 2021

Jul 22, 2021
BUY
$43.06 - $49.16 $129 - $147
3 Added 0.06%
4,981 $242,000
Q1 2021

Apr 21, 2021
BUY
$42.76 - $50.93 $5,045 - $6,009
118 Added 2.43%
4,978 $224,000
Q4 2020

Feb 09, 2021
BUY
$37.54 - $46.29 $182,444 - $224,969
4,860 New
4,860 $0

Others Institutions Holding DTEC

# of Institutions
47
Shares Held
827K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR DISRUPTIVE TECHNOL

DTEC Quotes by TradingView
  • Ticker DTEC
  • Sector ETFs
  • Industry ETFs
More about DTEC
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