Seaside Wealth Management, Inc. Ishares Us ETF Tr Bloomberg Ro Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Ishares Us ETF Tr Bloomberg Ro stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 5,346 shares of CMDY stock, worth $269,010. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,346

Previous 5,125 4.31%

Holding current value

$269,010

Previous $255,000 0.39%

% of portfolio

0.09%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$46.31 - $51.02 $10,234 - $11,275	221 Added 4.31%	5,346 $254,000
Q4 2023 Jan 23, 2024	BUY	$47.04 - $52.37 $11,618 - $12,935	247 Added 5.06%	5,125 $241,000
Q2 2023 Jul 17, 2023	SELL	$48.08 - $52.9 $6,971 - $7,670	-145 Reduced 2.89%	4,878 $241,000
Q4 2022 Feb 09, 2023	BUY	$53.73 - $58.49 $10,101 - $10,996	188 Added 3.89%	5,023 $273,000
Q2 2022 Aug 30, 2022	BUY	$58.24 - $67.63 $281,590 - $326,991	4,835 New	4,835 $287,000

Others Institutions Holding CMDY

# of Institutions

Shares Held

2.81M

Call Options Held

Put Options Held

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About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
Sector ETFs
Industry ETFs

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Seaside Wealth Management, Inc. Ishares Us ETF Tr Bloomberg Ro Transaction History