Winch Advisory Services, LLC Global X Fds Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Global X Fds stock. As of the latest transaction made, Winch Advisory Services, LLC holds 4,909 shares of BOTZ stock, worth $172,551. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,909

Previous 4,897 0.25%

Holding current value

$172,551

Previous $159,000 8.81%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$32.14 - $35.96 $385 - $431	12 Added 0.25%	4,909 $173,000
Q1 2025 May 05, 2025	SELL	$28.46 - $34.53 $4,155 - $5,041	-146 Reduced 2.9%	4,897 $139,000
Q3 2024 Oct 21, 2024	BUY	$27.68 - $32.27 $5,702 - $6,647	206 Added 4.26%	5,043 $162,000
Q1 2024 May 14, 2024	BUY	$26.84 - $32.89 $26 - $32	1 Added 0.02%	4,837 $153,000
Q3 2023 Nov 06, 2023	BUY	$24.12 - $30.13 $217 - $271	9 Added 0.19%	4,836 $120,000

Q2 2023 Aug 08, 2023	BUY	$24.5 - $29.72 $19,722 - $23,924	805 Added 20.01%	4,827 $139,000
Q3 2022 Oct 31, 2022	BUY	$18.08 - $23.8 $108 - $142	6 Added 0.15%	4,022 $73,000
Q2 2022 Aug 12, 2022	SELL	$20.32 - $29.37 $4,917 - $7,107	-242 Reduced 5.68%	4,016 $82,000
Q1 2022 Apr 26, 2022	SELL	$26.13 - $36.09 $78 - $108	-3 Reduced 0.07%	4,258 $124,000
Q4 2021 Feb 04, 2022	BUY	$34.68 - $39.83 $520 - $597	15 Added 0.35%	4,261 $153,000
Q3 2021 Nov 10, 2021	BUY	$32.76 - $39.39 $163 - $196	5 Added 0.12%	4,246 $155,000
Q2 2021 Aug 05, 2021	BUY	$31.65 - $35.42 $115,522 - $129,283	3,650 Added 617.6%	4,241 $148,000
Q1 2021 May 03, 2021	BUY	$31.53 - $36.46 $7,314 - $8,458	232 Added 64.62%	591 $20,000
Q3 2020 Nov 04, 2020	BUY	$24.01 - $28.13 $24 - $28	1 Added 0.28%	359 $10,000
Q3 2019 Nov 13, 2019	BUY	$18.02 - $21.1 $54 - $63	3 Added 0.85%	358 $7,000
Q2 2019 Aug 07, 2019	BUY	$18.71 - $21.77 $6,642 - $7,728	355 New	355 $7,000

Others Institutions Holding BOTZ

# of Institutions

458

Shares Held

32.9M

Call Options Held

188K

Put Options Held

320K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

More about BOTZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Account

Winch Advisory Services, LLC Global X Fds Transaction History