Independent Solutions Wealth Management, LLC Affirm Holdings, Inc. Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Dec 19, 2024	SELL	$14.63 - $47.7 $215,909 - $703,956	-14,758 Closed	0 $0
Q1 2022 Dec 19, 2024	SELL	$26.22 - $95.21 $7,472 - $27,134	-285 Reduced 1.89%	14,758 $683 Million
Q4 2021 Dec 19, 2024	BUY	$97.37 - $168.52 $971,265 - $1.68 Million	9,975 Added 196.82%	15,043 $1.51 Billion
Q3 2021 Dec 19, 2024	BUY	$55.86 - $128.37 $283,098 - $650,579	5,068 New	5,068 $604 Million

Others Institutions Holding AFRM

# of Institutions

512

Shares Held

200M

Call Options Held

19.5M

Put Options Held

15.9M

Morgan Stanley New York, NY

30.2M
Shares

$1.99 Billion
0.09% of portfolio
Capital Research Global Investors Los Angeles, CA

23.8M
Shares

$1.57 Billion
0.21% of portfolio
Vanguard Group Inc Valley Forge, PA

21.1M
Shares

$1.39 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

18.3M
Shares

$1.2 Billion
0.12% of portfolio
Black Rock Inc. New York, NY

9.97M
Shares

$657 Million
0.01% of portfolio

View Full List

About Affirm Holdings, Inc.

Ticker AFRM
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 229,992,000
Market Cap $15.2B
Description
Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce in the United States and Canada. The company's platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. Its payments network and partnership with an originating bank, enables consumers to pay for a purch...

More about AFRM

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