Sheets Smith Wealth Management Exchange Traded Concepts Tr In Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Exchange Traded Concepts Tr In stock. As of the latest transaction made, Sheets Smith Wealth Management holds 34,498 shares of INQQ stock, worth $552,657. This represents 0.06% of its overall portfolio holdings.

Number of Shares

34,498

Previous 28,579 20.71%

Holding current value

$552,657

Previous $462,000 7.14%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$13.32 - $16.5 $78,841 - $97,663	5,919 Added 20.71%	34,498 $495,000
Q4 2024 Jan 17, 2025	BUY	$15.6 - $17.3 $12,792 - $14,186	820 Added 2.95%	28,579 $462,000
Q3 2024 Nov 01, 2024	SELL	$15.0 - $17.1 $30,000 - $34,200	-2,000 Reduced 6.72%	27,759 $455,000
Q2 2024 Jul 30, 2024	BUY	$13.8 - $15.25 $24,550 - $27,129	1,779 Added 6.36%	29,759 $453,000
Q1 2024 May 08, 2024	BUY	$13.46 - $14.38 $54,028 - $57,721	4,014 Added 16.75%	27,980 $401,000
Q4 2023 Feb 06, 2024	BUY	$11.99 - $13.9 $26,401 - $30,607	2,202 Added 10.12%	23,966 $329,000
Q3 2023 Oct 23, 2023	BUY	$11.99 - $13.0 $260,950 - $282,932	21,764 New	21,764 $273,000

Others Institutions Holding INQQ

# of Institutions

Shares Held

1.08M

Call Options Held

Put Options Held

View Full List

About EXCHANGE TRADED CONCEPTS TR IN

Ticker INQQ
Sector ETFs
Industry ETFs

More about INQQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Exchange Traded Concepts Tr In Transaction History