Wealth Management Partners, LLC Cambria Shareholder Yld ETF Transaction History

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Cambria Shareholder Yld ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 8,393 shares of SYLD stock, worth $583,565. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,393

Previous 6,543 28.27%

Holding current value

$583,565

Previous $473,000 21.35%

% of portfolio

0.25%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$68.06 - $76.27 $125,911 - $141,099	1,850 Added 28.27%	8,393 $574,000
Q3 2024 Oct 21, 2024	SELL	$66.68 - $72.81 $933 - $1,019	-14 Reduced 0.21%	6,543 $473,000
Q2 2024 Jul 12, 2024	BUY	$67.74 - $73.13 $27,163 - $29,325	401 Added 6.51%	6,557 $447,000
Q1 2024 Apr 12, 2024	SELL	$65.45 - $73.27 $1,309 - $1,465	-20 Reduced 0.32%	6,156 $451,000
Q4 2023 Jan 10, 2024	SELL	$58.37 - $68.37 $46,637 - $54,627	-799 Reduced 11.46%	6,176 $417,000
Q3 2023 Oct 24, 2023	BUY	$59.83 - $64.7 $107,694 - $116,460	1,800 Added 34.78%	6,975 $431,000
Q2 2023 Jul 24, 2023	BUY	$54.56 - $61.17 $5,456 - $6,117	100 Added 1.97%	5,175 $316,000
Q1 2023 Apr 14, 2023	BUY	$55.84 - $66.03 $283,388 - $335,102	5,075 New	5,075 $297,000

Others Institutions Holding SYLD

# of Institutions

201

Shares Held

12.8M

Call Options Held

Put Options Held

View Full List

About CAMBRIA SHAREHOLDER YLD ETF

Ticker SYLD
Sector ETFs
Industry ETFs

More about SYLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

Wealth Management Partners, LLC Cambria Shareholder Yld ETF Transaction History