Sweet Financial Partners, LLC Amplify ETF Tr Trnsformational Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 23,065 shares of BLOK stock, worth $1.13 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

23,065

Previous 23,413 1.49%

Holding current value

$1.13 Million

Previous $830,000 4.22%

% of portfolio

0.19%

Previous 0.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$31.4 - $40.35 $10,927 - $14,041	-348 Reduced 1.49%	23,065 $865,000
Q2 2024 Jul 18, 2024	SELL	$30.52 - $36.37 $157,727 - $187,960	-5,168 Reduced 18.08%	23,413 $830,000
Q1 2024 Apr 23, 2024	SELL	$26.16 - $36.44 $104,247 - $145,213	-3,985 Reduced 12.24%	28,581 $1.04 Million
Q4 2023 Jan 12, 2024	SELL	$19.12 - $32.16 $47,991 - $80,721	-2,510 Reduced 7.16%	32,566 $972,000
Q3 2023 Oct 23, 2023	SELL	$19.47 - $27.28 $9,209 - $12,903	-473 Reduced 1.33%	35,076 $699,000
Q2 2023 Jul 24, 2023	SELL	$18.81 - $22.75 $79,566 - $96,232	-4,230 Reduced 10.63%	35,549 $808,000
Q1 2023 Apr 14, 2023	SELL	$15.19 - $20.52 $64,314 - $86,881	-4,234 Reduced 9.62%	39,779 $769,000
Q4 2022 Jan 19, 2023	BUY	$14.7 - $20.03 $26,224 - $35,733	1,784 Added 4.22%	44,013 $0
Q3 2022 Nov 10, 2022	BUY	$18.28 - $25.1 $26,633 - $36,570	1,457 Added 3.57%	42,229 $781,000
Q2 2022 Aug 03, 2022	BUY	$18.13 - $34.7 $67,552 - $129,292	3,726 Added 10.06%	40,772 $739,000
Q1 2022 Apr 22, 2022	BUY	$29.45 - $40.6 $647,428 - $892,550	21,984 Added 145.96%	37,046 $1.27 Million
Q4 2021 Feb 07, 2022	BUY	$40.17 - $62.77 $605,040 - $945,441	15,062 New	15,062 $605,000

Others Institutions Holding BLOK

# of Institutions

199

Shares Held

5.43M

Call Options Held

125K

Put Options Held

72.2K

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About AMPLIFY ETF TR TRNSFORMATIONAL

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Sweet Financial Partners, LLC Amplify ETF Tr Trnsformational Transaction History