Rmr Wealth Builders Global X Fds Global X Autonomo Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$25.55 - $28.58 $35,616 - $39,840	-1,394 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$24.01 - $28.34 $33,469 - $39,505	1,394 New	1,394 $37,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.24M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.7 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$8.1 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$5.01 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.95 Million
0.15% of portfolio

About GLOBAL X FDS GLOBAL X AUTONOMO

Ticker DRIV
Sector ETFs
Industry ETFs

More about DRIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.