Wcg Wealth Advisors LLC John Hancock Multifactor Mid C Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	SELL	$59.61 - $64.8 $26,586 - $28,900	-446 Reduced 4.2%	10,172 $607,000
Q3 2024 Nov 13, 2024	SELL	$54.25 - $60.2 $18,173 - $20,167	-335 Reduced 3.06%	10,618 $639,000
Q2 2024 Aug 12, 2024	BUY	$53.47 - $57.04 $585,656 - $624,759	10,953 New	10,953 $603,000
Q3 2023 Nov 09, 2023	BUY	$46.89 - $51.44 $561,789 - $616,302	11,981 New	11,981 $567,000
Q1 2023 May 15, 2023	BUY	$45.23 - $51.69 $331,264 - $378,577	7,324 Added 36.19%	27,564 $1.32 Million
Q4 2022 Feb 14, 2023	SELL	$42.94 - $49.41 $296,328 - $340,978	-6,901 Reduced 25.43%	20,240 $941,000
Q3 2022 Nov 14, 2022	SELL	$42.6 - $50.76 $10,990 - $13,096	-258 Reduced 0.94%	27,141 $1.16 Million
Q2 2022 Aug 23, 2022	BUY	$42.94 - $52.79 $729,937 - $897,377	16,999 Added 163.45%	27,399 $1.21 Million
Q2 2022 Aug 15, 2022	BUY	$42.94 - $52.79 $446,576 - $549,016	10,400 New	10,400 $1.17 Million

Others Institutions Holding JHMM

# of Institutions

274

Shares Held

50.1M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$293 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

4.22M
Shares

$270 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

3.56M
Shares

$228 Million
0.05% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

3.16M
Shares

$203 Million
0.18% of portfolio
Morgan Stanley New York, NY

2.99M
Shares

$191 Million
0.01% of portfolio

About JOHN HANCOCK MULTIFACTOR MID C

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