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

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025
Number of Shares
295,112
Previous 303,464 2.75%
Holding current value
$6.29 Billion
Previous $6.39 Billion 1.6%
% of portfolio
0.73%
Previous 0.82%

Shares

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

Oct 24, 2025
SELL
N/A
-8,352 Reduced 2.75%
295,112 $6.29 Billion
Q2 2025

Jul 18, 2025
BUY
N/A
3,911 Added 1.31%
303,464 $6.39 Billion
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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