Wj Wealth Management, LLC Ishares Tr Focused Value Facto Transaction History

Wj Wealth Management, LLC

$268 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$48.07 - $59.02 $346,728 - $425,711	-7,213 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$55.6 - $61.74 $401,042 - $445,330	7,213 New	7,213 $421,000

Others Institutions Holding FOVL

# of Institutions

15

Shares Held

150K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

40.3K
Shares

$2.74 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

40.2K
Shares

$2.74 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

19.8K
Shares

$1.34 Million
0.0% of portfolio
Tower Research Capital LLC (Trc) New York, NY

15.1K
Shares

$1.03 Million
0.02% of portfolio
Steward Partners Investment Advisory, LLC

14.3K
Shares

$973,473
0.01% of portfolio

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