Avantax Planning Partners, Inc. First Tr Exchange Traded Fd Ii Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 722,201 shares of FMB stock, worth $37.1 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
722,201
Previous 914,244 21.01%
Holding current value
$37.1 Million
Previous $46.7 Million 19.61%
% of portfolio
1.35%
Previous 1.51%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$51.0 - $52.05 $9.79 Million - $10 Million
-192,043 Reduced 21.01%
722,201 $37.5 Million
Q2 2024

Aug 09, 2024
SELL
$50.47 - $51.43 $2.39 Million - $2.44 Million
-47,384 Reduced 4.93%
914,244 $46.7 Million
Q1 2024

May 02, 2024
SELL
$51.0 - $51.74 $3.43 Million - $3.48 Million
-67,317 Reduced 6.54%
961,628 $49.4 Million
Q4 2023

Feb 09, 2024
BUY
$48.08 - $51.69 $5.83 Million - $6.27 Million
121,339 Added 13.37%
1,028,945 $53.2 Million
Q3 2023

Nov 03, 2023
SELL
$48.81 - $50.98 $1.19 Million - $1.24 Million
-24,371 Reduced 2.61%
907,606 $44.4 Million
Q2 2023

Jul 17, 2023
SELL
$49.86 - $51.44 $1.25 Million - $1.29 Million
-25,116 Reduced 2.62%
931,977 $47.2 Million
Q1 2023

Apr 20, 2023
SELL
$50.21 - $51.59 $1.43 Million - $1.47 Million
-28,473 Reduced 2.89%
957,093 $48.8 Million
Q4 2022

Feb 09, 2023
BUY
$48.2 - $50.76 $24.6 Million - $25.9 Million
510,856 Added 107.61%
985,566 $49.4 Million
Q3 2022

Oct 14, 2022
SELL
$48.72 - $51.97 $701,714 - $748,523
-14,403 Reduced 2.94%
474,710 $23.1 Million
Q2 2022

Jul 18, 2022
SELL
$50.1 - $53.11 $17.3 Million - $18.3 Million
-344,776 Reduced 41.35%
489,113 $24.8 Million
Q1 2022

May 09, 2022
BUY
$52.95 - $56.95 $38.8 Million - $41.7 Million
731,977 Added 718.24%
833,889 $44.2 Million
Q4 2021

Jan 28, 2022
BUY
$56.42 - $57.05 $3.57 Million - $3.61 Million
63,263 Added 163.69%
101,912 $5.81 Million
Q3 2021

Oct 27, 2021
BUY
$56.78 - $57.81 $14,195 - $14,452
250 Added 0.65%
38,649 $2.19 Million
Q2 2021

Aug 10, 2021
SELL
$56.49 - $57.55 $11,410 - $11,625
-202 Reduced 0.52%
38,399 $2.2 Million
Q1 2021

May 06, 2021
SELL
$56.08 - $57.38 $97,859 - $100,128
-1,745 Reduced 4.33%
38,601 $2.18 Million
Q4 2020

Feb 04, 2021
SELL
$55.3 - $56.77 $1.19 Million - $1.22 Million
-21,540 Reduced 34.81%
40,346 $2.29 Million
Q3 2020

Oct 28, 2020
SELL
$55.03 - $56.3 $439,359 - $449,499
-7,984 Reduced 11.43%
61,886 $3.44 Million
Q2 2020

Jul 15, 2020
BUY
$52.19 - $55.04 $3.4 Million - $3.59 Million
65,226 Added 1404.52%
69,870 $3.84 Million
Q1 2020

Apr 27, 2020
BUY
$49.3 - $57.28 $228,949 - $266,008
4,644 New
4,644 $251,000

Others Institutions Holding FMB

# of Institutions
310
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
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More about FMB
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