Phoenix Wealth Advisors Global X Fds Transaction History

Phoenix Wealth Advisors

$229 Million
Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Global X Fds stock. As of the latest transaction made, Phoenix Wealth Advisors holds 26,424 shares of BOTZ stock, worth $908,457. This represents 0.37% of its overall portfolio holdings.

Number of Shares

26,424

Previous 26,361 0.24%

Holding current value

$908,457

Previous $847,000 0.35%

% of portfolio

0.37%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$31.11 - $34.18 $1,959 - $2,153	63 Added 0.24%	26,424 $844,000
Q3 2024 Nov 08, 2024	BUY	$27.68 - $32.27 $4,068 - $4,743	147 Added 0.56%	26,361 $847,000
Q2 2024 Jul 17, 2024	SELL	$28.65 - $31.95 $7,334 - $8,179	-256 Reduced 0.97%	26,214 $808,000
Q1 2024 Apr 26, 2024	BUY	$26.84 - $32.89 $342,639 - $419,873	12,766 Added 93.16%	26,470 $842,000
Q4 2023 Jan 30, 2024	BUY	$22.34 - $28.72 $25,959 - $33,372	1,162 Added 9.26%	13,704 $390,000
Q3 2023 Nov 06, 2023	BUY	$24.12 - $30.13 $4,631 - $5,784	192 Added 1.55%	12,542 $310,000
Q2 2023 Jul 13, 2023	BUY	$24.5 - $29.72 $302,575 - $367,042	12,350 New	12,350 $354,000

Others Institutions Holding BOTZ

# of Institutions

397

Shares Held

30.4M

Call Options Held

199K

Put Options Held

284K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

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Phoenix Wealth Advisors Global X Fds Transaction History