Orion Portfolio Solutions, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Orion Portfolio Solutions, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$131.2 - $145.63 $3,411 - $3,786	26 Added 1.14%	2,301 $335,000
Q4 2023 Feb 09, 2024	SELL	$116.41 - $132.43 $24,678 - $28,075	-212 Reduced 8.52%	2,275 $300,000
Q3 2023 Nov 01, 2023	BUY	$120.57 - $126.74 $53,653 - $56,399	445 Added 21.79%	2,487 $300,000
Q2 2023 Aug 14, 2023	SELL	$114.75 - $122.96 $97,537 - $104,516	-850 Reduced 29.39%	2,042 $251,000
Q1 2023 Aug 30, 2023	BUY	$109.24 - $117.82 $92,854 - $100,147	850 Added 41.63%	2,892 $335,000
Q1 2023 May 15, 2023	BUY	$109.24 - $117.82 $315,922 - $340,735	2,892 New	2,892 $335,000
Q1 2020 May 15, 2020	BUY	$65.74 - $99.27 $723 - $1,091	11 New	11 $1,000

166

7.03M

Get notified when there are updates to the investment portfolio of Orion Portfolio Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Orion Portfolio Solutions, LLC with notifications on news.