9258 Wealth Management, LLC First Tr Large Cap Value Transaction History

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 12,168 shares of FTA stock, worth $960,176. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,168
Previous 10,213 19.14%
Holding current value
$960,176
Previous $780,000 14.74%
% of portfolio
0.14%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$72.36 - $76.0 $141,463 - $148,580
1,955 Added 19.14%
12,168 $895,000
Q1 2024

May 03, 2024
BUY
$69.01 - $76.38 $704,799 - $780,068
10,213 New
10,213 $780,000

Others Institutions Holding FTA

# of Institutions
204
Shares Held
11.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email