Bernardo Wealth Planning LLC First Tr Exchange Traded Fd Ii Transaction History
Bernardo Wealth Planning LLC
- $359 Million
- Q1 2024
A detailed history of Bernardo Wealth Planning LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 69,502 shares of FMB stock, worth $3.57 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
69,502
Previous 81,339
14.55%
Holding current value
$3.57 Million
Previous $4.2 Million
15.06%
% of portfolio
0.99%
Previous 1.33%
Shares
18 transactions
Others Institutions Holding FMB
# of Institutions
299Shares Held
29.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.69MShares$138 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.45MShares$126 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA2.23MShares$115 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$87.9 Million0.01% of portfolio
-
Ubs Group Ag1.62MShares$82.9 Million0.02% of portfolio