Spire Wealth Management Global X Fds Global X Autonomo Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	SELL	$22.49 - $24.7 $24,963 - $27,417	-1,110 Reduced 78.72%	300 $7,000
Q4 2023 Feb 06, 2024	SELL	$20.79 - $25.09 $6,652 - $8,028	-320 Reduced 18.5%	1,410 $34,000
Q3 2023 Nov 08, 2023	SELL	$23.02 - $27.76 $16,114 - $19,432	-700 Reduced 28.81%	1,730 $40,000
Q2 2023 Aug 09, 2023	SELL	$21.82 - $26.45 $2,727 - $3,306	-125 Reduced 4.89%	2,430 $63,000
Q4 2022 Feb 03, 2023	BUY	$19.39 - $23.39 $368 - $444	19 Added 0.75%	2,555 $51,000
Q3 2022 Nov 07, 2022	SELL	$20.12 - $26.11 $12,575 - $16,318	-625 Reduced 19.77%	2,536 $51,000
Q2 2022 Jul 22, 2022	SELL	$21.47 - $28.3 $41,093 - $54,166	-1,914 Reduced 37.71%	3,161 $68,000
Q1 2022 Apr 18, 2022	SELL	$23.97 - $31.55 $8,964 - $11,799	-374 Reduced 6.86%	5,075 $140,000
Q4 2021 Jan 14, 2022	BUY	$26.95 - $32.11 $66,647 - $79,408	2,473 Added 83.1%	5,449 $166,000
Q3 2021 Oct 22, 2021	BUY	$26.72 - $29.15 $34,655 - $37,807	1,297 Added 77.25%	2,976 $82,000
Q2 2021 Jul 26, 2021	BUY	$25.55 - $28.58 $16,224 - $18,148	635 Added 60.82%	1,679 $48,000
Q1 2021 May 21, 2021	BUY	$24.01 - $28.34 $25,066 - $29,586	1,044 New	1,044 $28,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

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