Sweet Financial Partners, LLC Amplify ETF Tr Trnsformational Transaction History

Sweet Financial Partners, LLC

$424 Million
Q2 2024

A detailed history of Sweet Financial Partners, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 23,413 shares of BLOK stock, worth $897,888. This represents 0.2% of its overall portfolio holdings.

Number of Shares

23,413

Previous 28,581 18.08%

Holding current value

$897,888

Previous $1.04 Million 20.27%

% of portfolio

0.2%

Previous 0.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$30.52 - $36.37 $157,727 - $187,960	-5,168 Reduced 18.08%	23,413 $830,000
Q1 2024 Apr 23, 2024	SELL	$26.16 - $36.44 $104,247 - $145,213	-3,985 Reduced 12.24%	28,581 $1.04 Million
Q4 2023 Jan 12, 2024	SELL	$19.12 - $32.16 $47,991 - $80,721	-2,510 Reduced 7.16%	32,566 $972,000
Q3 2023 Oct 23, 2023	SELL	$19.47 - $27.28 $9,209 - $12,903	-473 Reduced 1.33%	35,076 $699,000
Q2 2023 Jul 24, 2023	SELL	$18.81 - $22.75 $79,566 - $96,232	-4,230 Reduced 10.63%	35,549 $808,000
Q1 2023 Apr 14, 2023	SELL	$15.19 - $20.52 $64,314 - $86,881	-4,234 Reduced 9.62%	39,779 $769,000
Q4 2022 Jan 19, 2023	BUY	$14.7 - $20.03 $26,224 - $35,733	1,784 Added 4.22%	44,013 $0
Q3 2022 Nov 10, 2022	BUY	$18.28 - $25.1 $26,633 - $36,570	1,457 Added 3.57%	42,229 $781,000
Q2 2022 Aug 03, 2022	BUY	$18.13 - $34.7 $67,552 - $129,292	3,726 Added 10.06%	40,772 $739,000
Q1 2022 Apr 22, 2022	BUY	$29.45 - $40.6 $647,428 - $892,550	21,984 Added 145.96%	37,046 $1.27 Million
Q4 2021 Feb 07, 2022	BUY	$40.17 - $62.77 $605,040 - $945,441	15,062 New	15,062 $605,000

Others Institutions Holding BLOK

# of Institutions

214

Shares Held

5.62M

Call Options Held

226K

Put Options Held

97.2K

View Full List

About AMPLIFY ETF TR TRNSFORMATIONAL

Ticker BLOK
Sector ETFs
Industry ETFs

More about BLOK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Account

Sweet Financial Partners, LLC Amplify ETF Tr Trnsformational Transaction History