Destiny Wealth Partners, LLC - STRATEGY SHS ownership

Quarter-by-quarter ownership
Destiny Wealth Partners, LLC ownership history of STRATEGY SHS
ValueSharesWeighting
Q3 2023$763,606
-7.0%
22,380
-1.3%
0.15%
-1.9%
Q2 2023$821,343
+6.1%
22,664
-3.3%
0.16%
-1.9%
Q1 2023$773,985
+100.6%
23,447
+85.2%
0.16%
+92.8%
Q4 2022$385,78112,6610.08%
Other shareholders
STRATEGY SHS shareholders Q4 2023
NameSharesValueWeighting ↓
Donald L. Hagan, LLC 761,642$25,987,21515.56%
ARQ WEALTH ADVISORS, LLC 120,709$4,118,5913.08%
Pacific Sage Partners, LLC 283,091$9,659,0652.91%
J2 Capital Management Inc 65,071$2,220,2232.81%
Prosperity Wealth Management, Inc. 96,828$3,303,7712.13%
SkyOak Wealth, LLC 180,775$6,168,0431.80%
Prospera Financial Services Inc 823,860$28,109,8901.09%
IHT Wealth Management, LLC 541,403$18,472,6590.94%
ROMAN BUTLER FULLERTON & CO 52,146$1,795,9250.85%
Prosperity Financial Group, Inc. 27,543$939,7500.78%
View complete list of STRATEGY SHS shareholders