Riverpoint Wealth Management Holdings, LLC First Tr Large Cap Value Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	BUY	$63.99 - $68.35 $959 - $1,025	15 Added 0.33%	4,493 $295,000
Q1 2021 May 04, 2021	BUY	$54.05 - $64.23 $12,755 - $15,158	236 Added 5.56%	4,478 $285,000
Q4 2020 Feb 23, 2021	SELL	$46.41 - $55.46 $20,698 - $24,735	-446 Reduced 9.51%	4,242 $233,000
Q3 2020 Nov 10, 2020	SELL	$43.38 - $49.25 $363,350 - $412,518	-8,376 Reduced 64.12%	4,688 $219,000
Q2 2020 Aug 03, 2020	SELL	$34.68 - $53.54 $207,629 - $320,543	-5,987 Reduced 31.43%	13,064 $594,000
Q1 2020 May 11, 2020	SELL	$31.41 - $57.08 $3.51 Million - $6.38 Million	-111,728 Reduced 85.43%	19,051 $701,000
Q4 2019 Feb 18, 2020	SELL	$48.87 - $56.67 $2.3 Million - $2.66 Million	-47,003 Reduced 26.44%	130,779 $7.39 Million
Q3 2019 Oct 30, 2019	BUY	$47.83 - $53.48 $86,715 - $96,959	1,813 Added 1.03%	177,782 $9.17 Million
Q2 2019 Aug 12, 2019	SELL	$48.25 - $53.8 $262,238 - $292,403	-5,435 Reduced 3.0%	175,969 $9.18 Million
Q1 2019 May 14, 2019	BUY	$45.74 - $52.6 $170,930 - $196,566	3,737 Added 2.1%	181,404 $9.36 Million
Q4 2018 Feb 13, 2019	BUY	$43.92 - $54.36 $118,100 - $146,174	2,689 Added 1.54%	177,667 $8.22 Million
Q3 2018 Nov 01, 2018	BUY	$52.28 - $55.43 $137,078 - $145,337	2,622 Added 1.52%	174,978 $9.47 Million
Q2 2018 Jul 27, 2018	SELL	$51.57 - $53.83 $53,942 - $56,306	-1,046 Reduced 0.6%	172,356 $9.02 Million
Q1 2018 Apr 27, 2018	BUY	$51.51 - $57.69 $225,201 - $252,220	4,372 Added 2.59%	173,402 $9.15 Million
Q4 2017 Feb 13, 2018	SELL	$51.31 - $54.99 $792,790 - $849,650	-15,451 Reduced 8.38%	169,030 $9.24 Million
Q3 2017 Nov 13, 2017	SELL	$50.91 - $51.11 $14,305 - $14,361	-281 Reduced 0.15%	184,481 $9.46 Million
Q2 2017 Aug 07, 2017	BUY	N/A	184,762	184,762 $9.25 Million

Others Institutions Holding FTA

# of Institutions

210

Shares Held

11.4M

Call Options Held

Put Options Held

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