Concord Wealth Partners First Trust Vii Alternative Ab Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 09, 2021	SELL	$28.8 - $32.8 $2,880 - $3,279	-100 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$28.83 - $31.34 $2,883 - $3,134	100 New	100 $3,000

Others Institutions Holding FAAR

# of Institutions

82

Shares Held

3.99M

Call Options Held

0

Put Options Held

0

Horizon Advisory Services, Inc. West Henrietta, NY

655K
Shares

$18.2 Million
8.31% of portfolio
Envestnet Asset Management Inc

343K
Shares

$9.52 Million
0.0% of portfolio
Pensionmark Financial Group, LLC Santa Barbara, CA

327K
Shares

$9.08 Million
0.05% of portfolio
Acg Wealth

240K
Shares

$6.65 Million
1.7% of portfolio
Lpl Financial LLC Fort Mill, SC

192K
Shares

$5.33 Million
0.0% of portfolio

About FIRST TRUST VII ALTERNATIVE AB

Ticker FAAR
Sector ETFs
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