Sowell Financial Services LLC American Centy ETF Tr Diversif Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$45.64 - $48.46 $8,625 - $9,158	189 Added 0.91%	20,948 $1.01 Million
Q2 2024 Aug 13, 2024	BUY	$44.89 - $46.33 $35,463 - $36,600	790 Added 3.96%	20,759 $955,000
Q1 2024 May 03, 2024	BUY	$45.75 - $46.63 $34,541 - $35,205	755 Added 3.93%	19,969 $924,000
Q4 2023 Jan 24, 2024	SELL	$43.63 - $46.61 $7,635 - $8,156	-175 Reduced 0.9%	19,214 $894,000
Q3 2023 Nov 08, 2023	BUY	$44.39 - $45.79 $860,677 - $887,822	19,389 New	19,389 $862,000
Q1 2021 May 07, 2021	SELL	$51.54 - $53.02 $21,079 - $21,685	-409 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$52.44 - $53.28 $367 - $372	7 Added 1.74%	409 $22,000
Q3 2020 Nov 12, 2020	SELL	$52.17 - $53.11 $10,329 - $10,515	-198 Reduced 33.0%	402 $21,000
Q2 2020 Aug 13, 2020	BUY	$48.42 - $52.26 $29,052 - $31,356	600 New	600 $31,000

Others Institutions Holding KORP

# of Institutions

63

Shares Held

6.8M

Call Options Held

0

Put Options Held

0

About AMERICAN CENTY ETF TR DIVERSIF

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