A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 89,089 shares of FMHI stock, worth $4.33 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
89,089
Previous 101,849 12.53%
Holding current value
$4.33 Million
Previous $4.86 Million 11.61%
% of portfolio
0.36%
Previous 0.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$47.15 - $48.3 $601,634 - $616,308
-12,760 Reduced 12.53%
89,089 $4.29 Million
Q4 2023

Jan 12, 2024

BUY
$43.98 - $47.79 $3.87 Million - $4.2 Million
87,894 Added 629.84%
101,849 $4.86 Million
Q2 2023

Jul 27, 2023

SELL
$46.07 - $47.47 $156,039 - $160,780
-3,387 Reduced 19.53%
13,955 $657,000
Q1 2023

Apr 21, 2023

SELL
$46.34 - $47.99 $7.08 Million - $7.33 Million
-152,694 Reduced 89.8%
17,342 $813,000
Q4 2022

Jan 25, 2023

BUY
$44.63 - $47.32 $7.59 Million - $8.05 Million
170,036 New
170,036 $0

Others Institutions Holding FMHI

About FIRST TR ETF III MUNICIPAL HIG


  • Ticker FMHI
  • Sector ETFs
  • Industry ETFs
More about FMHI
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.