Signature Estate & Investment Advisors LLC John Hancock ETF Tr Multifacto Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 21, 2020	SELL	$21.66 - $27.57 $193,185 - $245,896	-8,919 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$19.86 - $30.05 $130,182 - $196,977	-6,555 Reduced 42.36%	8,919 $202,000
Q4 2019 Feb 06, 2020	SELL	$27.07 - $30.16 $14,103 - $15,713	-521 Reduced 3.26%	15,474 $458,000
Q3 2019 Oct 31, 2019	SELL	$26.34 - $28.65 $23,468 - $25,527	-891 Reduced 5.28%	15,995 $445,000
Q2 2019 Aug 01, 2019	BUY	$27.33 - $28.92 $6,887 - $7,287	252 Added 1.51%	16,886 $477,000
Q1 2019 May 01, 2019	SELL	$25.34 - $28.36 $63,350 - $70,900	-2,500 Reduced 13.07%	16,634 $467,000
Q4 2018 Feb 01, 2019	BUY	$24.81 - $29.49 $474,714 - $564,261	19,134 New	19,134 $488,000

Others Institutions Holding JHMD

# of Institutions

Shares Held

17.8M

Call Options Held

Put Options Held

Manufacturers Life Insurance Company, The Toronto, A6

9.23M
Shares

$300 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

1.29M
Shares

$42 Million
0.02% of portfolio
Evensky & Katz LLC

975K
Shares

$31.7 Million
2.25% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

965K
Shares

$31.4 Million
0.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

726K
Shares

$23.6 Million
0.03% of portfolio

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