Valmark Advisers, Inc. Global X Fds Global X Autonomo Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	SELL	$22.49 - $24.7 $61,510 - $67,554	-2,735 Reduced 24.82%	8,286 $204,000
Q4 2023 Feb 02, 2024	BUY	$20.79 - $25.09 $41,580 - $50,180	2,000 Added 22.17%	11,021 $271,000
Q3 2023 Nov 07, 2023	BUY	$23.02 - $27.76 $46 - $55	2 Added 0.02%	9,021 $211,000
Q1 2023 May 01, 2023	BUY	$19.92 - $24.93 $179,658 - $224,843	9,019 New	9,019 $215,000
Q3 2022 Nov 02, 2022	SELL	$20.12 - $26.11 $35,552 - $46,136	-1,767 Reduced 9.95%	15,986 $322,000
Q2 2022 Aug 01, 2022	BUY	$21.47 - $28.3 $93,974 - $123,869	4,377 Added 32.72%	17,753 $381,000
Q1 2022 May 10, 2022	BUY	$23.97 - $31.55 $77,303 - $101,748	3,225 Added 31.77%	13,376 $369,000
Q4 2021 Feb 02, 2022	BUY	$26.95 - $32.11 $273,569 - $325,948	10,151 New	10,151 $310,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

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