Xml Financial, LLC Focus Financial Partners Inc. Transaction History

Xml Financial, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$51.84 - $52.53 $610,727 - $618,855	11,781 New	11,781 $618,000
Q2 2022 Aug 01, 2022	SELL	$31.44 - $46.02 $370,426 - $542,207	-11,782 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$42.34 - $54.45 $8,468 - $10,890	-200 Reduced 1.67%	11,782 $571,000
Q1 2021 May 14, 2021	SELL	$41.36 - $54.7 $219,208 - $289,910	-5,300 Reduced 30.67%	11,982 $499,000
Q4 2020 Feb 08, 2021	SELL	$32.93 - $46.17 $526,880 - $738,720	-16,000 Reduced 48.07%	17,282 $752,000
Q3 2020 Nov 13, 2020	SELL	$30.42 - $39.94 $729,471 - $957,761	-23,980 Reduced 41.88%	33,282 $1.09 Million
Q2 2020 Jul 31, 2020	SELL	$18.66 - $33.05 $543,211 - $962,118	-29,111 Reduced 33.7%	57,262 $1.89 Million
Q1 2020 May 08, 2020	SELL	$13.88 - $34.04 $1,388 - $3,404	-100 Reduced 0.12%	86,373 $1.99 Million
Q4 2019 Feb 04, 2020	BUY	$21.28 - $30.22 $1.84 Million - $2.61 Million	86,473 New	86,473 $2.55 Million

78.5K

Ticker FOCS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 65,448,400
Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers re...

Get notified when there are updates to the investment portfolio of Xml Financial, LLC, based on Form 13F filings with the SEC.

Stay updated on Xml Financial, LLC with notifications on news.