Stratos Wealth Partners, Ltd. Spdr Index Shs Fds S&P Intl Di Transaction History

Stratos Wealth Partners, Ltd.

$6.79 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	SELL	$32.87 - $35.85 $82,043 - $89,481	-2,496 Reduced 25.49%	7,295 $240,000
Q2 2023 Jul 18, 2023	BUY	$33.81 - $35.83 $129,221 - $136,942	3,822 Added 64.03%	9,791 $336,000
Q1 2023 Apr 27, 2023	SELL	$32.57 - $35.0 $172,490 - $185,360	-5,296 Reduced 47.01%	5,969 $204,000
Q4 2022 Jan 19, 2023	BUY	$28.02 - $33.16 $32,587 - $38,565	1,163 Added 11.51%	11,265 $0
Q3 2022 Oct 24, 2022	BUY	$28.8 - $35.16 $290,937 - $355,186	10,102 New	10,102 $291,000
Q4 2018 Feb 08, 2019	SELL	N/A	-3,740 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	N/A	3,740 New	3,740 $142,000
Q2 2018 Aug 13, 2018	SELL	N/A	-3,972 Closed	0 $0
Q1 2018 May 10, 2018	SELL	N/A	-2,603 Reduced 39.59%	3,972 $159,000
Q4 2017 Feb 09, 2018	BUY	N/A	36 Added 0.55%	6,575 $271,000
Q3 2017 Nov 07, 2017	BUY	N/A	6,539	6,539 $264,000

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$34.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.8 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$13.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.79 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$8.07 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

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