Phoenix Wealth Advisors Global X Fds Global X Autonomo Transaction History

Phoenix Wealth Advisors

$199 Million
Q2 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

163

Shares Held

4.79M

Call Options Held

7.2K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

750K
Shares

$17.8 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$10.9 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$10.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$7.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

225K
Shares

$5.32 Million
0.01% of portfolio

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