Creekmur Asset Management LLC First Tr Exchange Traded Fd Transaction History

Creekmur Asset Management LLC

$426 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$56.49 - $64.54 $847 - $968	-15 Reduced 28.3%	38 $2.45 Million
Q4 2023 Mar 01, 2024	BUY	$46.79 - $59.42 $2,479 - $3,149	53 New	53 $3.13 Million

Others Institutions Holding FXD

# of Institutions

142

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$811 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$119 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$103 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.7 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$23.2 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creekmur Asset Management LLC with notifications on news.