Spire Wealth Management Barclays Bank PLC Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	SELL	$30.41 - $33.69 $2,280 - $2,526	-75 Reduced 50.0%	75 $2,000
Q1 2022 Apr 18, 2022	BUY	$28.84 - $40.07 $4,326 - $6,010	150 New	150 $6,000

Others Institutions Holding DJP

# of Institutions

143

Shares Held

8.3M

Call Options Held

300

Put Options Held

0

Blb&B Advisors, LLC

1.56M
Shares

$50.2 Million
2.74% of portfolio
Osborne Partners Capital Management, LLC

751K
Shares

$24.3 Million
1.44% of portfolio
Dimension Capital Management LLC Coral Gables, FL

459K
Shares

$14.8 Million
2.85% of portfolio
Heartland Bank & Trust CO

437K
Shares

$14.1 Million
8.1% of portfolio
Goldman Sachs Group Inc New York, NY

433K
Shares

$14 Million
0.0% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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