A detailed history of Sonoma Private Wealth LLC transactions in Global X Fds stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 10,868 shares of BOTZ stock, worth $348,536. This represents 0.54% of its overall portfolio holdings.

Number of Shares
10,868
Previous 11,465 5.21%
Holding current value
$348,536
Previous $365 Million 8.07%
% of portfolio
0.54%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$28.65 - $31.95 $17,104 - $19,074
-597 Reduced 5.21%
10,868 $335 Million
Q1 2024

May 09, 2024

BUY
$26.84 - $32.89 $307,720 - $377,083
11,465 New
11,465 $365 Million

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
Track This Portfolio

Track Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.