Qp Wealth Management, LLC Renaissance Cap Greenwich Fds Transaction History

Qp Wealth Management, LLC

$57.3 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$21.62 - $35.14 $257,278 - $418,166	-11,900 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$27.6 - $31.53 $328,440 - $375,207	11,900 New	11,900 $397,000

Others Institutions Holding IPO

# of Institutions

70

Shares Held

740K

Call Options Held

24.8K

Put Options Held

0

Tradition Wealth Management, LLC

137K
Shares

$6.64 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

103K
Shares

$5 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

68.6K
Shares

$3.33 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

62.7K
Shares

$3.05 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

60.8K
Shares

$2.95 Million
2.04% of portfolio

About RENAISSANCE CAP GREENWICH FDS

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