Phoenix Wealth Advisors Global X Fds Fintech ETF (De) Transaction History

Phoenix Wealth Advisors

$229 Million
Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Global X Fds Fintech ETF (De) stock. As of the latest transaction made, Phoenix Wealth Advisors holds 35,171 shares of FINX stock, worth $1.1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

35,171

Previous 35,270 0.28%

Holding current value

$1.1 Million

Previous $988,000 11.13%

% of portfolio

0.48%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$27.48 - $34.32 $2,720 - $3,397	-99 Reduced 0.28%	35,171 $1.1 Million
Q3 2024 Nov 08, 2024	BUY	$24.05 - $28.25 $4,377 - $5,141	182 Added 0.52%	35,270 $988,000
Q2 2024 Jul 17, 2024	SELL	$24.69 - $27.3 $8,518 - $9,418	-345 Reduced 0.97%	35,088 $882,000
Q1 2024 Apr 26, 2024	BUY	$23.73 - $27.86 $121,236 - $142,336	5,109 Added 16.85%	35,433 $987,000
Q4 2023 Jan 30, 2024	BUY	$18.19 - $26.08 $278,343 - $399,076	15,302 Added 101.86%	30,324 $775,000
Q3 2023 Nov 06, 2023	BUY	$19.71 - $24.72 $296,083 - $371,343	15,022 New	15,022 $302,000

Others Institutions Holding FINX

# of Institutions

113

Shares Held

2.88M

Call Options Held

9.5K

Put Options Held

2.1K

View Full List

About GLOBAL X FDS FINTECH ETF (DE)

Ticker FINX
Sector ETFs
Industry ETFs

More about FINX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Account

Phoenix Wealth Advisors Global X Fds Fintech ETF (De) Transaction History