Sfg Wealth Management, Llc. Vaneck ETF Tr Natural Resource Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$47.52 - $56.2 $557,932 - $659,844	-11,741 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$45.26 - $48.86 $531,397 - $573,665	11,741 New	11,741 $554,000

Others Institutions Holding HAP

# of Institutions

55

Shares Held

1.72M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

527K
Shares

$26.4 Million
0.06% of portfolio
Iag Wealth Partners, LLC

285K
Shares

$14.3 Million
2.81% of portfolio
Morton Capital Management Llc/Ca Calabasas, CA

194K
Shares

$9.73 Million
2.01% of portfolio
Mercer Global Advisors Inc Denver, CO

160K
Shares

$8.03 Million
0.02% of portfolio
Cultivar Capital, Inc. Denton, TX

135K
Shares

$6.75 Million
5.84% of portfolio

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