A detailed history of Bison Wealth, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Bison Wealth, LLC holds 2,675 shares of FAD stock, worth $346,278. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,675
Previous 2,675 -0.0%
Holding current value
$346,278
Previous $333,000 1.2%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$108.58 - $124.6 $48,535 - $55,696
447 Added 20.06%
2,675 $333,000
Q4 2023

Jan 30, 2024

BUY
$92.91 - $113.46 $3,066 - $3,744
33 Added 1.5%
2,228 $250,000
Q3 2023

Nov 13, 2023

SELL
$98.45 - $109.56 $31,110 - $34,620
-316 Reduced 12.58%
2,195 $219,000
Q2 2023

Aug 14, 2023

BUY
$95.15 - $105.52 $238,921 - $264,960
2,511 New
2,511 $264,000

Others Institutions Holding FAD

About FIRST TR MULTI CAP GROWTH ALPH


  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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