A detailed history of 9258 Wealth Management, LLC transactions in Ss&C Technologies Holdings Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,889 shares of SSNC stock, worth $375,181. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,889
Previous 4,884 0.1%
Holding current value
$375,181
Previous $306,000 18.3%
% of portfolio
0.05%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$61.42 - $76.46 $307 - $382
5 Added 0.1%
4,889 $362,000
Q2 2024

Aug 02, 2024

BUY
$59.9 - $64.01 $299 - $320
5 Added 0.1%
4,884 $306,000
Q1 2024

May 03, 2024

BUY
$59.34 - $64.9 $296 - $324
5 Added 0.1%
4,879 $314,000
Q4 2023

Feb 06, 2024

BUY
$48.71 - $61.29 $243 - $306
5 Added 0.1%
4,874 $297,000
Q3 2023

Nov 08, 2023

BUY
$52.54 - $62.76 $315 - $376
6 Added 0.12%
4,869 $255,000
Q2 2023

Aug 08, 2023

SELL
$54.63 - $60.6 $10,926 - $12,120
-200 Reduced 3.95%
4,863 $294,000
Q1 2023

May 03, 2023

BUY
$52.1 - $63.74 $260 - $318
5 Added 0.1%
5,063 $285,000
Q4 2022

Feb 03, 2023

BUY
$46.74 - $54.12 $233 - $270
5 Added 0.1%
5,058 $263,000
Q3 2022

Nov 08, 2022

BUY
$47.75 - $62.79 $238 - $313
5 Added 0.1%
5,053 $241,000
Q2 2022

Aug 04, 2022

SELL
$55.22 - $75.47 $26,008 - $35,546
-471 Reduced 8.53%
5,048 $293,000
Q1 2022

May 13, 2022

SELL
$71.89 - $84.24 $58,806 - $68,908
-818 Reduced 12.91%
5,519 $414,000
Q4 2021

Feb 11, 2022

BUY
$69.74 - $82.99 $348 - $414
5 Added 0.08%
6,337 $520,000
Q3 2021

Nov 12, 2021

BUY
$68.86 - $78.89 $344 - $394
5 Added 0.08%
6,332 $439,000
Q2 2021

Aug 13, 2021

BUY
$71.01 - $74.97 $128,173 - $135,320
1,805 Added 39.92%
6,327 $456,000
Q1 2021

May 11, 2021

BUY
$62.88 - $71.85 $29,113 - $33,266
463 Added 11.41%
4,522 $316,000
Q4 2020

Feb 10, 2021

BUY
$59.22 - $73.26 $11,844 - $14,652
200 Added 5.18%
4,059 $295,000
Q3 2020

Nov 13, 2020

SELL
$55.75 - $65.24 $6,968 - $8,154
-125 Reduced 3.14%
3,859 $229,000
Q2 2020

Aug 13, 2020

SELL
$40.96 - $60.96 $7,208 - $10,728
-176 Reduced 4.23%
3,984 $225,000
Q1 2020

May 05, 2020

BUY
$34.32 - $66.26 $5,491 - $10,601
160 Added 4.0%
4,160 $218,000
Q4 2019

Feb 06, 2020

BUY
$48.25 - $61.51 $241 - $307
5 Added 0.13%
4,000 $246,000
Q3 2019

Nov 07, 2019

BUY
$43.42 - $60.49 $173,462 - $241,657
3,995 New
3,995 $206,000

Others Institutions Holding SSNC

About SS&C Technologies Holdings Inc


  • Ticker SSNC
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 255,026,000
  • Market Cap $19.6B
  • Description
  • SS&C Technologies Holdings, Inc., together with its subsidiaries, provides software products and software-enabled services to financial services and healthcare industries. The company owns and operates technology stack across securities accounting; front-office functions, such as trading and modeling; middle-office functions include portfoli...
More about SSNC
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.