Peterson Wealth Management Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 17, 2023	SELL	$31.88 - $34.63 $1.65 Million - $1.8 Million	-51,890 Closed	0 $0
Q1 2023 Aug 17, 2023	SELL	$32.33 - $37.04 $29,161 - $33,410	-902 Reduced 1.71%	51,890 $1.76 Million
Q4 2022 Feb 07, 2023	SELL	$32.04 - $35.12 $306,526 - $335,993	-9,567 Reduced 15.34%	52,792 $1.73 Million
Q3 2022 Oct 13, 2022	BUY	$34.21 - $38.59 $1.38 Million - $1.56 Million	40,305 Added 182.76%	62,359 $2.17 Million
Q2 2022 Aug 03, 2022	SELL	$34.49 - $38.69 $4.85 Million - $5.44 Million	-140,712 Reduced 86.45%	22,054 $791,000
Q1 2022 Apr 26, 2022	BUY	$37.66 - $42.71 $4.06 Million - $4.61 Million	107,889 Added 196.6%	162,766 $6.35 Million
Q4 2021 Feb 09, 2022	BUY	$42.1 - $43.53 $492,359 - $509,083	11,695 Added 27.08%	54,877 $2.36 Million
Q3 2021 Nov 12, 2021	BUY	$43.1 - $44.18 $269,375 - $276,125	6,250 Added 16.92%	43,182 $1.88 Million
Q2 2021 Aug 03, 2021	BUY	$42.87 - $44.22 $1.58 Million - $1.63 Million	36,932 New	36,932 $1.63 Million

Others Institutions Holding PSK

# of Institutions

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

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