Kingsview Wealth Management, LLC First Tr ETF Iii Horizon Manag Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Dec 03, 2021	SELL	$30.85 - $32.8 $263,767 - $280,440	-8,550 Closed	0 $0
Q2 2021 Aug 17, 2021	SELL	$31.22 - $32.77 $332,493 - $349,000	-10,650 Reduced 55.47%	8,550 $270,000
Q1 2021 May 24, 2021	SELL	$29.99 - $31.5 $44,235 - $46,462	-1,475 Reduced 7.13%	19,200 $601,000
Q4 2020 Feb 16, 2021	SELL	$27.55 - $30.85 $5,510 - $6,170	-200 Reduced 0.96%	20,675 $631,000
Q3 2020 Nov 19, 2020	SELL	$27.98 - $29.46 $5,428 - $5,715	-194 Reduced 0.92%	20,875 $598,000
Q2 2020 Aug 14, 2020	SELL	$25.03 - $29.04 $31,162 - $36,154	-1,245 Reduced 5.58%	21,069 $590,000
Q1 2020 May 11, 2020	BUY	$23.45 - $34.49 $22,863 - $33,627	975 Added 4.57%	22,314 $577,000
Q4 2019 Jan 31, 2020	BUY	$32.66 - $34.38 $696,931 - $733,634	21,339 New	21,339 $730,000

Others Institutions Holding HDMV

# of Institutions

32

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

201K
Shares

$5.82 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

169K
Shares

$4.9 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$4.65 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

158K
Shares

$4.57 Million
0.01% of portfolio
Golden State Equity Partners South Coast Metro, CA

120K
Shares

$3.48 Million
2.09% of portfolio

About FIRST TR ETF III HORIZON MANAG

Ticker HDMV
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