Philip James Wealth Mangement, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Number of Shares
397,896
Previous 354,512 12.24%
Holding current value
$6.71 Billion
Previous $5.64 Billion 19.01%
% of portfolio
0.78%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
43,384 Added 12.24%
397,896 $6.71 Billion
Q2 2025

Jul 18, 2025
BUY
N/A
8,562 Added 2.47%
354,512 $5.64 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
26,079 Added 8.15%
345,950 $4.89 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
319,871 New
319,871 $4.21 Billion
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