Proficio Capital Partners LLC Focus Financial Partners Inc. Transaction History

Proficio Capital Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$31.44 - $46.02 $377 - $552	-12 Reduced 0.03%	36,087 $1.23 Million
Q1 2022 May 13, 2022	BUY	$43.07 - $61.16 $516 - $733	12 Added 0.03%	36,099 $1.65 Million
Q2 2021 Aug 16, 2021	BUY	$42.34 - $54.45 $1.53 Million - $1.96 Million	36,087 New	36,087 $1.75 Million
Q2 2021 Aug 16, 2021	SELL	$42.34 - $54.45 $1.13 Million - $1.45 Million	-26,587 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$41.36 - $54.7 $413,600 - $547,000	10,000 Added 60.29%	26,587 $1.11 Million
Q3 2020 Nov 02, 2020	BUY	$30.42 - $39.94 $504,576 - $662,484	16,587 New	16,587 $544,000

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

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