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

Wj Wealth Management, LLC

$267 Million
Q3 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

19

Shares Held

213K

Call Options Held

0

Put Options Held

0

Retirement Capital Strategies

63.4K
Shares

$4.43 Million
1.7% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

40.4K
Shares

$2.82 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

39.9K
Shares

$2.79 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

22.7K
Shares

$1.58 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

14.5K
Shares

$1.01 Million
0.01% of portfolio

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