World Equity Group, Inc. American Centy ETF Tr Stoxx Us Transaction History

World Equity Group, Inc.

$466 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 18, 2024	BUY	$52.4 - $58.3 $288,828 - $321,349	5,512 New	5,512 $321 Million
Q4 2023 Jul 22, 2024	SELL	$46.58 - $53.2 $931 - $1,064	-20 Reduced 0.33%	6,077 $323 Million
Q3 2023 Jul 22, 2024	BUY	$48.25 - $50.93 $294,180 - $310,520	6,097 New	6,097 $297 Million
Q2 2023 Aug 26, 2024	SELL	$46.45 - $49.77 $7.82 Million - $8.38 Million	-168,407 Reduced 95.1%	8,673 $432 Million
Q1 2023 Aug 26, 2024	BUY	$45.72 - $50.58 $8.1 Million - $8.96 Million	177,080 New	177,080 $3.91 Billion
Q4 2022 Sep 06, 2024	BUY	$42.81 - $49.93 $18,707 - $21,819	437 Added 1.08%	40,825 $1.94 Billion
Q3 2022 Sep 06, 2024	BUY	$41.99 - $50.53 $1.7 Million - $2.04 Million	40,388 New	40,388 $1.7 Billion
Q2 2022 Sep 06, 2024	BUY	$45.28 - $53.42 $54,064 - $63,783	1,194 Added 3.25%	37,937 $1.74 Billion
Q1 2022 Sep 06, 2024	BUY	$49.07 - $53.55 $1.8 Million - $1.97 Million	36,743 New	36,743 $1.91 Billion

Others Institutions Holding VALQ

# of Institutions

35

Shares Held

3.38M

Call Options Held

0

Put Options Held

0

American Century Companies Inc Kansas City, MO

1.51M
Shares

$94.8 Million
0.05% of portfolio
Envestnet Asset Management Inc

780K
Shares

$49 Million
0.02% of portfolio
Private Advisor Group, LLC

526K
Shares

$33.1 Million
0.18% of portfolio
Synovus Financial Corp Columbus, GA

253K
Shares

$15.9 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

108K
Shares

$6.78 Million
0.0% of portfolio

About AMERICAN CENTY ETF TR STOXX US

Ticker VALQ
Sector ETFs
Industry ETFs

More about VALQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.