Wj Wealth Management, LLC Renaissance Cap Greenwich Fds 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 2021 Aug 04, 2021	SELL	$54.03 - $67.0 $178,299 - $221,100	-3,300 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$50.68 - $69.79 $167,244 - $230,307	3,300 New	3,300 $213,000

Others Institutions Holding IPO

# of Institutions

63

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.16 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.35 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.22 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.17 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.86 Million
0.0% of portfolio

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