Baker Tilly Wealth Management, LLC First Tr Exch Trd Fd Viii Ft C Transaction History

Baker Tilly Wealth Management, LLC

$239 Million
Q2 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 6,460 shares of FJUL stock, worth $310,209. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,460

Previous 6,860 5.83%

Holding current value

$310,209

Previous $304,000 2.3%

% of portfolio

0.12%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$43.09 - $46.06 $17,236 - $18,424	-400 Reduced 5.83%	6,460 $297,000
Q3 2023 Oct 10, 2023	SELL	$38.22 - $40.08 $229,320 - $240,480	-6,000 Reduced 46.66%	6,860 $263,000
Q1 2023 Apr 12, 2023	SELL	$34.1 - $36.59 $8,013 - $8,598	-235 Reduced 1.79%	12,860 $465,000
Q3 2022 Oct 20, 2022	BUY	$32.44 - $36.32 $32,277 - $36,138	995 Added 8.22%	13,095 $425,000
Q3 2021 Nov 02, 2021	BUY	$34.24 - $35.61 $414,304 - $430,881	12,100 New	12,100 $419,000

Others Institutions Holding FJUL

# of Institutions

117

Shares Held

4.86M

Call Options Held

Put Options Held

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About FIRST TR EXCH TRD FD VIII FT C

Ticker FJUL
Sector Technology

More about FJUL

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Baker Tilly Wealth Management, LLC First Tr Exch Trd Fd Viii Ft C Transaction History