Stonebridge Capital Advisors LLC Donoghue Forlines Tactical Hig Transaction History

Stonebridge Capital Advisors LLC

$1.19 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$24.45 - $24.93 $5,134 - $5,235	-210 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$24.79 - $25.4 $5,205 - $5,334	210 New	210 $5,000

Others Institutions Holding DFHY

# of Institutions

20

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.02M
Shares

$21.7 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

330K
Shares

$7.01 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

178K
Shares

$3.78 Million
0.23% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

102K
Shares

$2.17 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

97.8K
Shares

$2.08 Million
0.02% of portfolio

About DONOGHUE FORLINES TACTICAL HIG

Ticker DFHY
Sector ETFs
Industry ETFs

More about DFHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Capital Advisors LLC with notifications on news.