Cap Wealth Advisors, LLC First Tr Large Cap Value Transaction History

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2018

Feb 15, 2019
SELL
$43.92 - $54.36 $230,580 - $285,390
-5,250 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
$52.28 - $55.43 $15,945 - $16,906
305 Added 6.17%
5,250 $284,000
Q2 2018

Aug 15, 2018
BUY
$51.57 - $53.83 $255,013 - $266,189
4,945 New
4,945 $259,000

Others Institutions Holding FTA

# of Institutions
211
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

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

Track Cap Wealth Advisors, LLC Portfolio

Follow Cap Wealth Advisors, 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 Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email