Selective Wealth Management, Inc. First Tr Nasdaq 100 Ex Techno Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$67.84 - $83.62 $54,272 - $66,896	-800 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$84.47 - $90.51 $67,576 - $72,408	800 New	800 $71,000

Others Institutions Holding QQXT

# of Institutions

43

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

220K
Shares

$20.8 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

194K
Shares

$18.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

145K
Shares

$13.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

67.7K
Shares

$6.38 Million
0.0% of portfolio
Kestra Private Wealth Services, LLC

60.5K
Shares

$5.7 Million
0.11% of portfolio

About FIRST TR NASDAQ -100 EX-TECHNO

Ticker QQXT
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