Seven Springs Wealth Group, LLC Spdr S&P Kensho Clean Power Et Transaction History

Seven Springs Wealth Group, LLC

$267 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$78.21 - $86.51 $13,686 - $15,139	175 Added 1.28%	13,812 $1.17 Million
Q1 2023 May 09, 2023	SELL	$80.42 - $93.93 $161,805 - $188,987	-2,012 Reduced 12.86%	13,637 $1.18 Million
Q3 2022 Oct 21, 2022	BUY	$76.76 - $103.98 $17,424 - $23,603	227 Added 1.47%	15,649 $1.33 Million
Q2 2022 Jul 27, 2022	BUY	$69.85 - $93.21 $186,778 - $249,243	2,674 Added 20.98%	15,422 $1.2 Million
Q1 2022 May 09, 2022	BUY	$74.04 - $92.27 $684,129 - $852,574	9,240 Added 263.4%	12,748 $1.14 Million
Q4 2021 Feb 04, 2022	SELL	$86.81 - $112.53 $787,193 - $1.02 Million	-9,068 Reduced 72.11%	3,508 $316,000
Q3 2021 Oct 21, 2021	BUY	$91.31 - $105.39 $511,427 - $590,289	5,601 Added 80.3%	12,576 $1.18 Million
Q2 2021 Jul 27, 2021	BUY	$92.49 - $113.55 $532,649 - $653,934	5,759 Added 473.6%	6,975 $738,000
Q1 2021 May 07, 2021	BUY	$104.02 - $146.84 $1,352 - $1,908	13 Added 1.08%	1,216 $139,000
Q4 2020 Feb 01, 2021	BUY	$74.2 - $110.94 $8,162 - $12,203	110 Added 10.06%	1,203 $130,000
Q3 2020 Oct 19, 2020	BUY	$50.4 - $72.85 $22,680 - $32,782	450 Added 69.98%	1,093 $80,000
Q4 2019 Feb 21, 2020	BUY	$37.83 - $46.2 $24,324 - $29,706	643 New	643 $30,000

Others Institutions Holding CNRG

# of Institutions

75

Shares Held

559K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

227K
Shares

$13.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

51.1K
Shares

$3.08 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

41.3K
Shares

$2.48 Million
0.0% of portfolio
Exchange Capital Management, Inc.

23.4K
Shares

$1.41 Million
0.26% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

20.7K
Shares

$1.25 Million
0.0% of portfolio

About SPDR S&P KENSHO CLEAN POWER ET

Ticker CNRG
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