Rvw Wealth, LLC Spdr Ser Tr Factset Innovative Transaction History

Rvw Wealth, LLC

$1.02 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 12, 2023	BUY	$119.48 - $144.48 $15,412 - $18,637	129 New	129 $15,000
Q3 2022 Oct 13, 2022	BUY	$98.68 - $125.83 $3.39 Million - $4.32 Million	34,338 New	34,338 $3.42 Million
Q2 2022 Jul 13, 2022	SELL	$103.54 - $160.36 $9.35 Million - $14.5 Million	-90,256 Closed	0 $0
Q1 2022 Apr 07, 2022	BUY	$127.82 - $191.5 $902,664 - $1.35 Million	7,062 Added 8.49%	90,256 $13.8 Million
Q4 2021 Jan 11, 2022	BUY	$185.35 - $234.71 $267,645 - $338,921	1,444 Added 1.77%	83,194 $16 Million
Q3 2021 Oct 07, 2021	BUY	$208.2 - $233.01 $326,665 - $365,592	1,569 Added 1.96%	81,750 $18 Million
Q2 2021 Jul 08, 2021	BUY	$188.57 - $230.21 $556,658 - $679,579	2,952 Added 3.82%	80,181 $18 Million
Q1 2021 Apr 02, 2021	BUY	$202.31 - $262.15 $526,410 - $682,114	2,602 Added 3.49%	77,229 $16 Million
Q4 2020 Jan 11, 2021	SELL	$169.47 - $224.51 $23,047 - $30,533	-136 Reduced 0.18%	74,627 $16 Million
Q3 2020 Oct 09, 2020	BUY	$148.91 - $180.92 $115,851 - $140,755	778 Added 1.05%	74,763 $12.6 Million
Q2 2020 Jul 13, 2020	BUY	$92.02 - $147.01 $6.81 Million - $10.9 Million	73,985 New	73,985 $10.8 Million

Others Institutions Holding XITK

# of Institutions

45

Shares Held

200K

Call Options Held

0

Put Options Held

0

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