Independent Solutions Wealth Management, LLC Spdr Index Shs Fds Msci Eafe S Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$66.72 - $71.82 $477,515 - $514,015	-7,157 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$68.15 - $71.82 $6,542 - $6,894	-96 Reduced 1.32%	7,157 $500 Million
Q1 2023 Dec 19, 2024	SELL	$64.55 - $69.63 $33,114 - $35,720	-513 Reduced 6.61%	7,253 $503 Million
Q4 2022 Dec 19, 2024	BUY	$57.54 - $66.5 $2,531 - $2,926	44 Added 0.57%	7,766 $498 Million
Q3 2022 Dec 19, 2024	BUY	N/A	3,369 Added 77.39%	7,722 $431 Million
Q2 2022 Dec 19, 2024	SELL	N/A	-33 Reduced 0.75%	4,353 $270 Million
Q1 2022 Dec 19, 2024	SELL	N/A	-3 Reduced 0.07%	4,386 $317 Million
Q4 2021 Dec 19, 2024	SELL	N/A	-16 Reduced 0.36%	4,389 $337 Million
Q3 2021 Dec 19, 2024	BUY	N/A	72 Added 1.66%	4,405 $331 Million
Q2 2021 Dec 19, 2024	BUY	N/A	391 Added 9.92%	4,333 $328 Million
Q1 2021 Dec 19, 2024	SELL	N/A	-592 Reduced 13.06%	3,942 $284 Million
Q4 2020 Dec 19, 2024	SELL	N/A	-274 Reduced 5.7%	4,534 $317 Million
Q3 2020 Dec 19, 2024	SELL	N/A	-17 Reduced 0.35%	4,808 $297 Million
Q2 2020 Dec 19, 2024	BUY	N/A	19 Added 0.4%	4,825 $287 Million
Q1 2020 Dec 19, 2024	SELL	N/A	-499 Reduced 9.41%	4,806 $257 Million
Q4 2019 Dec 13, 2024	BUY	N/A	5,305 New	5,305 $354 Million

Others Institutions Holding QEFA

# of Institutions

127

Shares Held

11M

Call Options Held

Put Options Held

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