Wealthspire Advisors, LLC Global X Fds Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Global X Fds stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 41,959 shares of BOTZ stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

41,959

Previous 40,739 2.99%

Holding current value

$1.45 Million

Previous $1.26 Million 7.32%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$27.68 - $32.27 $33,769 - $39,369	1,220 Added 2.99%	41,959 $1.35 Million
Q2 2024 Aug 08, 2024	BUY	$28.65 - $31.95 $159,294 - $177,642	5,560 Added 15.8%	40,739 $1.26 Million
Q1 2024 May 06, 2024	SELL	$26.84 - $32.89 $33,603 - $41,178	-1,252 Reduced 3.44%	35,179 $1.12 Million
Q4 2023 Feb 06, 2024	BUY	$22.34 - $28.72 $2,055 - $2,642	92 Added 0.25%	36,431 $1.04 Million
Q3 2023 Nov 06, 2023	BUY	$24.12 - $30.13 $7,959 - $9,942	330 Added 0.92%	36,339 $898,000
Q2 2023 Jul 31, 2023	BUY	$24.5 - $29.72 $86,436 - $104,852	3,528 Added 10.86%	36,009 $1.03 Million
Q1 2023 May 09, 2023	SELL	$20.65 - $25.5 $54,268 - $67,014	-2,628 Reduced 7.49%	32,481 $828,000
Q4 2022 Feb 13, 2023	SELL	$17.67 - $21.95 $187,019 - $232,318	-10,584 Reduced 23.16%	35,109 $721,000
Q3 2022 Nov 14, 2022	BUY	$18.08 - $23.8 $5,442 - $7,163	301 Added 0.66%	45,693 $826,000
Q2 2022 Aug 09, 2022	BUY	$20.32 - $29.37 $2,946 - $4,258	145 Added 0.32%	45,392 $922,000
Q1 2022 May 09, 2022	BUY	$26.13 - $36.09 $125,842 - $173,809	4,816 Added 11.91%	45,247 $1.31 Million
Q4 2021 Feb 14, 2022	BUY	$34.68 - $39.83 $728 - $836	21 Added 0.05%	40,431 $1.45 Million
Q3 2021 Nov 15, 2021	BUY	$32.76 - $39.39 $1.32 Million - $1.59 Million	40,410 New	40,410 $1.48 Million
Q2 2021 Aug 13, 2021	SELL	$31.65 - $35.42 $1.03 Million - $1.15 Million	-32,387 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$31.53 - $36.46 $1.02 Million - $1.18 Million	32,387 New	32,387 $1.07 Million

Others Institutions Holding BOTZ

# of Institutions

401

Shares Held

30.4M

Call Options Held

199K

Put Options Held

284K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

More about BOTZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Global X Fds Transaction History