Sfg Wealth Management, Llc. Ark ETF Tr Innovation ETF (De) Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	SELL	$45.2 - $51.64 $45,471 - $51,949	-1,006 Reduced 16.87%	4,956 $248,000
Q4 2023 Jan 19, 2024	SELL	$34.1 - $54.26 $19,096 - $30,385	-560 Reduced 8.59%	5,962 $312,000
Q3 2023 Oct 19, 2023	SELL	$38.43 - $50.65 $20,022 - $26,388	-521 Reduced 7.4%	6,522 $258,000
Q1 2023 Apr 11, 2023	SELL	$30.46 - $44.41 $11,026 - $16,076	-362 Reduced 4.89%	7,043 $284,000
Q4 2022 Jan 31, 2023	SELL	$29.64 - $40.79 $29,521 - $40,626	-996 Reduced 11.86%	7,405 $231,000
Q3 2022 Oct 12, 2022	BUY	$37.43 - $52.19 $18,752 - $26,147	501 Added 6.34%	8,401 $317,000
Q2 2022 Jul 13, 2022	SELL	$36.58 - $70.5 $14,193 - $27,354	-388 Reduced 4.68%	7,900 $315,000
Q1 2022 Apr 22, 2022	SELL	$52.29 - $96.99 $33,413 - $61,976	-639 Reduced 7.16%	8,288 $549,000
Q4 2021 Feb 14, 2022	BUY	$91.87 - $125.12 $820,123 - $1.12 Million	8,927 New	8,927 $844,000

Others Institutions Holding ARKK

# of Institutions

676

Shares Held

50.3M

Call Options Held

16.1M

Put Options Held

16.3M

Morgan Stanley New York, NY

5.18M
Shares

$316 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

3.89M
Shares

$237 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.82M
Shares

$233 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.12M
Shares

$190 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.62M
Shares

$160 Million
0.02% of portfolio

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
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