Phoenix Wealth Advisors Global X Fds Global X Autonomo Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$26.95 - $32.11 $69,396 - $82,683	-2,575 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$26.72 - $29.15 $68,804 - $75,061	2,575 New	2,575 $71,000

Others Institutions Holding DRIV

# of Institutions

158

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.5 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.2 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$8.04 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.98 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.93 Million
0.15% of portfolio

About GLOBAL X FDS GLOBAL X AUTONOMO

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