Strategic Family Wealth Counselors, L.L.C. Indexiq ETF Tr Chaikin Us Smal Transaction History

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 17, 2020	SELL	$24.21 - $27.55 $249,217 - $283,599	-10,294 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$23.14 - $26.0 $23 - $26	1 Added 0.01%	10,294 $259,000
Q2 2019 Jul 17, 2019	BUY	$23.02 - $26.24 $18,830 - $21,464	818 Added 8.63%	10,293 $256,000
Q1 2019 Apr 26, 2019	BUY	$22.35 - $26.89 $9,655 - $11,616	432 Added 4.78%	9,475 $235,000
Q4 2018 Jan 18, 2019	BUY	$21.19 - $27.9 $191,621 - $252,299	9,043 New	9,043 $202,000

Others Institutions Holding CSML

# of Institutions

Shares Held

4.65M

Call Options Held

Put Options Held

New York Life Investment Management LLC New York, NY

3.66M
Shares

$128 Million
1.43% of portfolio
Lpl Financial LLC Fort Mill, SC

534K
Shares

$18.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

143K
Shares

$4.98 Million
0.0% of portfolio
Smallwood Wealth Investment Management, LLC Red Bank, NJ

92.5K
Shares

$3.23 Million
2.69% of portfolio
Raymond James & Associates St Petersburg, FL

48.5K
Shares

$1.7 Million
0.0% of portfolio

View Full List

About INDEXIQ ETF TR CHAIKIN US SMAL

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