Secure Asset Management, LLC Dbx ETF Tr X Trackers Low Beta Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$43.85 - $48.28 $413,373 - $455,135	-9,427 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$47.17 - $50.53 $28,160 - $30,166	-597 Reduced 5.96%	9,427 $454,000
Q4 2021 Jan 24, 2022	BUY	$49.89 - $50.76 $71,492 - $72,739	1,433 Added 16.68%	10,024 $507,000
Q3 2021 Oct 28, 2021	BUY	$50.62 - $51.1 $8,251 - $8,329	163 Added 1.93%	8,591 $436,000
Q2 2021 Jul 16, 2021	BUY	$50.23 - $50.88 $66,152 - $67,008	1,317 Added 18.52%	8,428 $429,000
Q1 2021 Apr 14, 2021	BUY	$49.8 - $51.04 $21,762 - $22,304	437 Added 6.55%	7,111 $359,000
Q4 2020 Feb 08, 2021	SELL	$49.68 - $50.86 $9,339 - $9,561	-188 Reduced 2.74%	6,674 $339,000
Q3 2020 Oct 20, 2020	SELL	$48.7 - $50.85 $36,671 - $38,290	-753 Reduced 9.89%	6,862 $341,000
Q2 2020 Jul 14, 2020	BUY	$45.17 - $49.84 $343,969 - $379,531	7,615 New	7,615 $371,000

Others Institutions Holding HYDW

# of Institutions

25

Shares Held

8.61M

Call Options Held

0

Put Options Held

0

American Family Insurance Mutual Holding CO

3.54M
Shares

$165 Million
30.8% of portfolio
American Family Investments, Inc. Madison, WI

3.54M
Shares

$165 Million
11.84% of portfolio
Envestnet Asset Management Inc

349K
Shares

$16.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

330K
Shares

$15.4 Million
0.04% of portfolio
Financial Gravity Asset Management, Inc.

311K
Shares

$14.5 Million
3.56% of portfolio

About DBX ETF TR X-TRACKERS LOW BETA

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