Wellington Wealth Strategies, Llc. Donoghue Forlines Tactical Hig Transaction History

Wellington Wealth Strategies, Llc.

$132 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 14, 2024	BUY	$24.96 - $25.21 $501,246 - $506,267	20,082 New	20,082 $422 Million

Others Institutions Holding DFHY

# of Institutions

20

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.02M
Shares

$21.7 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

330K
Shares

$7.01 Million
0.03% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

178K
Shares

$3.78 Million
0.23% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

102K
Shares

$2.17 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

97.8K
Shares

$2.08 Million
0.02% of portfolio

About DONOGHUE FORLINES TACTICAL HIG

Ticker DFHY
Sector ETFs
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