Baltimore Washington Financial Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$50.1 - $53.11 $751 - $796	-15 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$52.95 - $56.95 $794 - $854	15 New	15 $297,000

Others Institutions Holding FMB

# of Institutions

310

Shares Held

30.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.13M
Shares

$161 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$129 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

2.45M
Shares

$126 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.73M
Shares

$89.1 Million
0.01% of portfolio
Ubs Group Ag

1.67M
Shares

$85.9 Million
0.02% of portfolio

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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