Vahanian & Associates Financial Planning Inc. Shoals Technologies Group, Inc. Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$18.25 - $26.92 $7,300 - $10,768	-400 Reduced 2.97%	13,047 $238,000
Q2 2023 Jul 24, 2023	SELL	$18.12 - $25.8 $229,218 - $326,370	-12,650 Reduced 48.47%	13,447 $343,000
Q1 2023 Apr 17, 2023	BUY	$19.82 - $29.23 $10,901 - $16,076	550 Added 2.15%	26,097 $594,000
Q4 2022 Jan 31, 2023	BUY	$19.18 - $31.16 $489,991 - $796,044	25,547 New	25,547 $630,000
Q1 2022 Apr 27, 2022	SELL	$12.0 - $23.84 $104,220 - $207,050	-8,685 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$24.05 - $36.55 $208,874 - $317,436	8,685 New	8,685 $211,000

Others Institutions Holding SHLS

# of Institutions

262

Shares Held

163M

Call Options Held

2.31M

Put Options Held

1.13M

Black Rock Inc. New York, NY

23.1M
Shares

$102 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

16.6M
Shares

$72.8 Million
0.0% of portfolio
Wellington Management Group LLP Boston, MA

13.1M
Shares

$57.5 Million
0.01% of portfolio
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct

6.84M
Shares

$30 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

6.24M
Shares

$27.4 Million
0.0% of portfolio

View Full List

About Shoals Technologies Group, Inc.

Ticker SHLS
Exchange NASDAQ
Sector Technology
Industry Solar
Shares Outstandng 112,667,000
Market Cap $495M
Description
Shoals Technologies Group, Inc. provides electrical balance of system (EBOS) solutions for solar energy projects in the United States. It produces EBOS components, including cable assemblies, inline fuses, combiners, disconnects, recombiners, wireless monitoring systems, junction boxes, transition enclosures, splice boxes, wire management soluti...

More about SHLS

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