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

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025
Number of Shares
299,553
Previous 256,511 16.78%
Holding current value
$6.29 Billion
Previous $5.3 Billion 18.7%
% of portfolio
0.76%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
43,042 Added 16.78%
299,553 $6.29 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
256,511 New
256,511 $5.3 Billion
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