Bison Wealth, LLC First Tr Multi Cap Growth Alph Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

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 2,561 shares of FAD stock, worth $354,647. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,561
Previous 2,675 4.26%
Holding current value
$354,647
Previous $329,000 3.95%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 05, 2024
SELL
$118.04 - $133.6 $13,456 - $15,230
-114 Reduced 4.26%
2,561 $342,000
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

# of Institutions
70
Shares Held
1.23M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email