Wealthsource Partners, LLC ETF Ser Solutions Defiance Nex Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Wealthsource Partners, LLC holds 17,498 shares of FIVG stock, worth $710,593. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,498
Previous 17,723 1.27%
Holding current value
$710,593
Previous $553,000 13.38%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$28.82 - $36.11 $6,484 - $8,124
-225 Reduced 1.27%
17,498 $627,000
Q3 2023

Nov 09, 2023
SELL
$30.65 - $34.46 $1,839 - $2,067
-60 Reduced 0.34%
17,723 $553,000
Q2 2023

Aug 14, 2023
BUY
$29.87 - $33.86 $69,238 - $78,487
2,318 Added 14.99%
17,783 $598,000
Q1 2023

May 15, 2023
SELL
$29.95 - $34.23 $9,284 - $10,611
-310 Reduced 1.97%
15,465 $507,000
Q4 2022

Feb 09, 2023
SELL
$27.58 - $32.43 $17,927 - $21,079
-650 Reduced 3.96%
15,775 $471,000
Q3 2022

Nov 14, 2022
SELL
$28.52 - $36.05 $15,686 - $19,827
-550 Reduced 3.24%
16,425 $468,000
Q4 2021

Feb 14, 2022
BUY
$35.92 - $42.41 $13,110 - $15,479
365 Added 2.2%
16,975 $708,000
Q3 2021

Nov 18, 2021
BUY
$36.32 - $38.84 $34,903 - $37,325
961 Added 6.14%
16,610 $603,000
Q2 2021

Nov 18, 2021
BUY
$34.42 - $38.05 $81,368 - $89,950
2,364 Added 17.79%
15,649 $595,000
Q1 2021

Jun 21, 2021
BUY
$32.82 - $36.69 $60,388 - $67,509
1,840 Added 16.08%
13,285 $468,000
Q4 2020

Feb 12, 2021
BUY
$28.34 - $33.6 $8,218 - $9,744
290 Added 2.6%
11,445 $385,000
Q3 2020

Nov 16, 2020
BUY
$27.08 - $30.44 $302,077 - $339,558
11,155 New
11,155 $0

Others Institutions Holding FIVG

# of Institutions
165
Shares Held
2.89M
Call Options Held
700
Put Options Held
100
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

FIVG Quotes by TradingView
  • Ticker FIVG
  • Sector ETFs
  • Industry ETFs
More about FIVG
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