Ifp Advisors, Inc Two Rds Shared Tr Regents Pk H Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$10.12 - $10.87 $49,820 - $53,513	-4,923 Closed	0 $0
Q3 2024 Feb 04, 2025	BUY	$9.7 - $10.36 $47,753 - $51,002	4,923 New	4,923 $51,000
Q3 2023 Oct 12, 2023	SELL	$8.61 - $9.14 $505,630 - $536,755	-58,726 Reduced 41.42%	83,064 $719,000
Q2 2023 Aug 04, 2023	SELL	$8.37 - $8.89 $1.86 Million - $1.98 Million	-222,283 Reduced 61.05%	141,790 $1.26 Million
Q1 2023 Apr 18, 2023	SELL	$8.29 - $8.54 $66,858 - $68,875	-8,065 Reduced 2.17%	364,073 $3.07 Million
Q4 2022 Feb 07, 2023	BUY	$8.4 - $8.76 $26,838 - $27,988	3,195 Added 0.87%	372,138 $3.74 Million
Q3 2022 Nov 08, 2022	BUY	$8.55 - $9.19 $3.15 Million - $3.39 Million	368,443 Added 73688.6%	368,943 $3.7 Million
Q2 2022 Sep 06, 2022	BUY	$8.81 - $9.96 $4,405 - $4,980	500 New	500 $5,000
Q2 2022 Aug 12, 2022	SELL	$8.81 - $9.96 $4,405 - $4,980	-500 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$9.9 - $9.9 $4,950 - $4,950	500 New	500 $0

Others Institutions Holding RPHS

# of Institutions

23

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.57M
Shares

$44.9 Million
0.95% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

212K
Shares

$2.08 Million
0.0% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

124K
Shares

$1.22 Million
0.48% of portfolio
Slt Holdings LLC Scottsdale, AZ

112K
Shares

$1.1 Million
1.05% of portfolio
Geo Wealth Management, LLC Chicago, IL

76.6K
Shares

$752,614
0.03% of portfolio

About TWO RDS SHARED TR REGENTS PK H

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