Spire Wealth Management Amplify ETF Tr High Income ETF Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$11.25 - $11.8 $33 - $35	3 Added 2.94%	105 $1,000
Q1 2023 May 09, 2023	BUY	$11.4 - $12.91 $34 - $38	3 Added 3.03%	102 $1,000
Q4 2022 Feb 03, 2023	BUY	$11.27 - $12.4 $33 - $37	3 Added 3.13%	99 $1,000
Q3 2022 Nov 07, 2022	BUY	$11.35 - $13.64 $34 - $40	3 Added 3.23%	96 $1,000
Q2 2022 Jul 22, 2022	BUY	$12.32 - $15.23 $36 - $45	3 Added 3.33%	93 $1,000
Q1 2022 Apr 18, 2022	BUY	$14.11 - $16.67 $28 - $33	2 Added 2.27%	90 $1,000
Q4 2021 Jan 14, 2022	BUY	$16.25 - $17.13 $32 - $34	2 Added 2.33%	88 $1,000
Q3 2021 Oct 22, 2021	BUY	$16.74 - $17.68 $16 - $17	1 Added 1.18%	86 $1,000
Q2 2021 Jul 26, 2021	BUY	$16.79 - $17.79 $1,427 - $1,512	85 New	85 $1,000

Others Institutions Holding YYY

# of Institutions

69

Shares Held

7.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.99M
Shares

$24 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.02M
Shares

$12.2 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

608K
Shares

$7.33 Million
0.02% of portfolio
Morgan Stanley New York, NY

563K
Shares

$6.79 Million
0.0% of portfolio
Freedom Wealth Alliance, LLC Brookfield, WI

386K
Shares

$4.65 Million
7.06% of portfolio

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