Stock Transactions — FINWISE BANCORP

Total Bought
228,852
25 transactions
Total Sold
272,571
15 transactions
Net
-43,719
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
BlackRock, Inc.407,705517,808+110,1030.000.00+0.00buy
GOLDMAN SACHS GROUP INC19,34140,565+21,2240.000.00+0.00buy
STEPHENS INC /AR/016,129+16,1290.000.00+0.00buy
VANGUARD GROUP INC487,323502,455+15,1320.000.00-0.00buy
MILLENNIUM MANAGEMENT LLC012,496+12,4960.000.00+0.00buy
EP Wealth Advisors, LLC010,715+10,7150.000.00+0.00buy
Arcus Capital Partners, LLC010,174+10,1740.000.07+0.07buy
US BANCORP \DE\429,048439,048+10,0000.010.01-0.00buy
STATE STREET CORP77,71986,148+8,4290.000.00-0.00buy
WELLS FARGO & COMPANY/MN6,12010,283+4,1630.000.00+0.00buy
NORDEN GROUP LLC14,20016,921+2,7210.030.03+0.00buy
GEODE CAPITAL MANAGEMENT, LLC204,145206,561+2,4160.000.00-0.00buy
BARCLAYS PLC12,84814,634+1,7860.000.00+0.00buy
DEUTSCHE BANK AG\8,5259,611+1,0860.000.00+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC0904+9040.000.00+0.00buy
BRIDGEWAY CAPITAL MANAGEMENT, LLC88,18988,889+7000.040.03-0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,0994,345+2460.000.00-0.00buy
GLOBEFLEX CAPITAL L P3,3003,401+1010.010.01-0.00buy
BNP PARIBAS FINANCIAL MARKETS2,8902,979+890.000.00-0.00buy
Tower Research Capital LLC (TRC)565646+810.000.00-0.00buy
Transamerica Financial Advisors, LLC068+680.000.00+0.00buy
GAMMA Investing LLC3583+480.000.00+0.00buy
Sterling Capital Management LLC263285+220.000.00+0.00buy
Russell Investments Group, Ltd.751765+140.000.00-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM566571+50.000.00-0.00buy
Ameritas Investment Partners, Inc.92592500.000.00-0.00hold
MetLife Investment Management, LLC6,1406,14000.000.00-0.00hold
Empowered Funds, LLC28,53728,53700.010.00-0.00hold
Global Retirement Partners, LLC27,00027,00000.010.01-0.00hold
Tempus Wealth Planning, LLC28,02228,02200.120.12-0.01hold
Militia Capital Partners, LP50,00050,00000.450.34-0.11hold
Vermillion & White Wealth Management Group, LLC15015000.000.00-0.00hold
Nuveen, LLC11,79311,79300.000.00-0.00hold
SMITH, MOORE & CO.38,00038,00000.060.05-0.00hold
Police & Firemen's Retirement System of New Jersey2,0522,05200.000.00-0.00hold
Legal & General Group Plc93393300.000.00-0.00hold
NEW YORK STATE COMMON RETIREMENT FUND4,4004,40000.000.00-0.00hold
CHARLES SCHWAB INVESTMENT MANAGEMENT INC27,41827,41800.000.00-0.00hold
Arax Advisory Partners10-10.000.00-0.00sell
Covestor Ltd3427-70.000.00-0.00sell
AMALGAMATED BANK310292-180.000.00-0.00sell
CITIGROUP INC273220-530.000.00-0.00sell
Bank of New York Mellon Corp20,75220,417-3350.000.00-0.00sell
DIMENSIONAL FUND ADVISORS LP111,055110,643-4120.000.00-0.00sell
RHUMBLINE ADVISERS8,2216,597-1,6240.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC25,91724,000-1,9170.000.00+0.00sell
ALLIANCEBERNSTEIN L.P.771,701767,406-4,2950.000.00-0.00sell
NORTHERN TRUST CORP71,12765,590-5,5370.000.00-0.00sell
LPL Financial LLC13,6550-13,6550.000.00-0.00sell
SUMMIT WEALTH GROUP LLC / CO15,6950-15,6950.010.00-0.01sell
EMERALD MUTUAL FUND ADVISERS TRUST85,42454,364-31,0600.090.05-0.04sell
Siena Capital Partners GP, LLC137,12391,588-45,5350.760.44-0.32sell
WASATCH ADVISORS LP754,543602,116-152,4270.080.06-0.01sell
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