Affinity Wealth Management LLC Pacer Fds Tr Cfra Stovall Eql Transaction History

Affinity Wealth Management LLC

$509 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$32.32 - $36.46 $96 - $109	3 Added 0.04%	6,717 $217,000
Q2 2023 Aug 14, 2023	SELL	$34.22 - $37.1 $202,685 - $219,743	-5,923 Reduced 46.87%	6,714 $239,000
Q1 2023 May 01, 2023	BUY	$34.62 - $39.11 $519 - $586	15 Added 0.12%	12,637 $469,000
Q4 2022 Feb 09, 2023	BUY	$31.46 - $37.07 $46,120 - $54,344	1,466 Added 13.14%	12,622 $436,000
Q3 2022 Nov 14, 2022	BUY	$31.08 - $35.74 $683 - $786	22 Added 0.2%	11,156 $347,000
Q2 2022 Aug 15, 2022	BUY	$31.6 - $37.43 $410 - $486	13 Added 0.12%	11,134 $378,000
Q1 2022 May 12, 2022	BUY	$34.42 - $40.17 $69,218 - $80,781	2,011 Added 22.07%	11,121 $410,000
Q4 2021 Feb 08, 2022	BUY	$37.21 - $40.05 $338,983 - $364,855	9,110 New	9,110 $347,000

Others Institutions Holding SZNE

# of Institutions

21

Shares Held

527K

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

115K
Shares

$4.31 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

104K
Shares

$3.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

62.2K
Shares

$2.34 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

61.2K
Shares

$2.3 Million
0.01% of portfolio
Financial Enhancement Group LLC Anderson, IN

42.4K
Shares

$1.6 Million
0.29% of portfolio

About PACER FDS TR CFRA-STOVALL EQL

Ticker SZNE
Sector ETFs
Industry ETFs

More about SZNE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Affinity Wealth Management LLC with notifications on news.