Strategic Family Wealth Counselors, L.L.C. Ssga Active ETF Tr Ssga Ultra Transaction History

Strategic Family Wealth Counselors, L.L.C.

$253 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$39.8 - $40.03 $749,951 - $754,285	18,843 New	18,843 $0
Q1 2022 May 04, 2022	SELL	N/A	-100,300 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	N/A	100,300 New	100,300 $4.04 Million

Others Institutions Holding ULST

# of Institutions

106

Shares Held

12.4M

Call Options Held

Put Options Held

Gradient Investments LLC

1.75M
Shares

$71.1 Million
2.02% of portfolio
Cwm, LLC

1.75M
Shares

$70.8 Million
0.33% of portfolio
January Capital Advisors LLC

1.23M
Shares

$49.9 Million
43.57% of portfolio
Lpl Financial LLC Fort Mill, SC

999K
Shares

$40.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

649K
Shares

$26.3 Million
0.0% of portfolio

View Full List

About SSGA ACTIVE ETF TR SSGA ULTRA

Ticker ULST
Sector ETFs
Industry ETFs

More about ULST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account