Phoenix Wealth Advisors Global X Fds Fintech ETF (De) Transaction History

Phoenix Wealth Advisors

$228 Million
Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Global X Fds Fintech ETF (De) stock. As of the latest transaction made, Phoenix Wealth Advisors holds 35,621 shares of FINX stock, worth $1.26 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

35,621

Previous 35,171 1.28%

Holding current value

$1.26 Million

Previous $1.1 Million 10.66%

% of portfolio

0.43%

Previous 0.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.43 - $33.5 $12,343 - $15,075	450 Added 1.28%	35,621 $981,000
Q4 2024 Jan 17, 2025	SELL	$27.48 - $34.32 $2,720 - $3,397	-99 Reduced 0.28%	35,171 $1.1 Million
Q3 2024 Nov 08, 2024	BUY	$24.05 - $28.25 $4,377 - $5,141	182 Added 0.52%	35,270 $988,000
Q2 2024 Jul 17, 2024	SELL	$24.69 - $27.3 $8,518 - $9,418	-345 Reduced 0.97%	35,088 $882,000
Q1 2024 Apr 26, 2024	BUY	$23.73 - $27.86 $121,236 - $142,336	5,109 Added 16.85%	35,433 $987,000
Q4 2023 Jan 30, 2024	BUY	$18.19 - $26.08 $278,343 - $399,076	15,302 Added 101.86%	30,324 $775,000
Q3 2023 Nov 06, 2023	BUY	$19.71 - $24.72 $296,083 - $371,343	15,022 New	15,022 $302,000

Others Institutions Holding FINX

# of Institutions

109

Shares Held

2.95M

Call Options Held

3.1K

Put Options Held

9.2K

View Full List

About GLOBAL X FDS FINTECH ETF (DE)

Ticker FINX
Sector ETFs
Industry ETFs

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Phoenix Wealth Advisors Global X Fds Fintech ETF (De) Transaction History