A detailed history of Bison Wealth, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Bison Wealth, LLC holds 4,853 shares of FMB stock, worth $246,775. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,853
Previous 4,994 2.82%
Holding current value
$246,775
Previous $254,000 0.79%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 05, 2024

SELL
$51.0 - $52.05 $7,191 - $7,339
-141 Reduced 2.82%
4,853 $252,000
Q1 2024

May 10, 2024

SELL
$51.0 - $51.74 $13,821 - $14,021
-271 Reduced 5.15%
4,994 $256,000
Q4 2023

Jan 30, 2024

SELL
$48.08 - $51.69 $281,075 - $302,179
-5,846 Reduced 52.61%
5,265 $272,000
Q3 2023

Nov 13, 2023

BUY
$48.81 - $50.98 $1,415 - $1,478
29 Added 0.26%
11,111 $543,000
Q2 2023

Aug 14, 2023

BUY
$49.86 - $51.44 $552,548 - $570,058
11,082 New
11,082 $561,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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.