W.G. Shaheen & Associates Dba Whitney & CO Franklin Templeton ETF Tr Disr Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$20.24 - $31.83 $136,012 - $213,897	-6,720 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$26.81 - $41.07 $4,155 - $6,365	155 Added 2.36%	6,720 $208,000
Q4 2021 Feb 11, 2022	SELL	$39.44 - $52.58 $33,326 - $44,430	-845 Reduced 11.4%	6,565 $271,000
Q2 2021 Aug 13, 2021	BUY	$43.94 - $54.6 $8,568 - $10,647	195 Added 2.7%	7,410 $399,000
Q1 2021 May 11, 2021	BUY	$47.41 - $62.67 $77,041 - $101,838	1,625 Added 29.07%	7,215 $356,000
Q4 2020 Feb 10, 2021	BUY	$42.3 - $53.99 $236,456 - $301,804	5,590 New	5,590 $306,000

Others Institutions Holding BUYZ

# of Institutions

Shares Held

93.1K

Call Options Held

Put Options Held

Ken Griffin Citadel Advisors LLC | Chicago, Il

30.1K
Shares

$1.14 Million
0.0% of portfolio
Franklin Resources Inc San Mateo, CA

25.5K
Shares

$970,807
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9K
Shares

$452,033
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.5K
Shares

$399,106
0.0% of portfolio
Commonwealth Equity Services, LLC

7.12K
Shares

$271,068
0.0% of portfolio

View Full List

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