Householder Group Estate & Retirement Specialist, LLC Invesco S&P Smallcap Health Ca Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$40.05 - $43.7 $7,689 - $8,390	192 Added 168.42%	306 $13,000
Q3 2023 Oct 10, 2023	BUY	$37.55 - $133.68 $375 - $1,336	10 Added 9.62%	114 $4,000
Q1 2023 Apr 13, 2023	BUY	$127.02 - $145.92 $13,210 - $15,175	104 New	104 $14,000
Q3 2022 Oct 11, 2022	BUY	$42.97 - $156.1 $4,468 - $16,234	104 New	104 $13,000

Others Institutions Holding PSCH

# of Institutions

Shares Held

744K

Call Options Held

Put Options Held

G&S Capital LLC

73.4K
Shares

$3.1 Million
1.21% of portfolio
Morgan Stanley New York, NY

53.3K
Shares

$2.25 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

45K
Shares

$1.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

44.6K
Shares

$1.88 Million
0.0% of portfolio
Pacific Sun Financial Corp

38.8K
Shares

$1.64 Million
0.82% of portfolio

View Full List

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