Evergreen Wealth Solutions, LLC First Tr Exchange Traded Fd Ii Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 6,216 shares of FMB stock, worth $318,383. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,216

Previous 6,188 0.45%

Holding current value

$318,383

Previous $315,000 2.22%

% of portfolio

0.22%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.0 - $52.05 $1,428 - $1,457	28 Added 0.45%	6,216 $322,000
Q2 2024 Aug 14, 2024	BUY	$50.47 - $51.43 $1,413 - $1,440	28 Added 0.45%	6,188 $315,000
Q1 2024 May 15, 2024	BUY	$51.0 - $51.74 $1,377 - $1,396	27 Added 0.44%	6,160 $316,000
Q4 2023 Feb 07, 2024	BUY	$48.08 - $51.69 $294,874 - $317,014	6,133 New	6,133 $316,000
Q4 2022 Feb 14, 2023	BUY	$48.2 - $50.76 $51,140 - $53,856	1,061 Added 19.79%	6,421 $322,000
Q3 2022 Nov 14, 2022	SELL	$48.72 - $51.97 $1.14 Million - $1.22 Million	-23,495 Reduced 81.42%	5,360 $261,000
Q2 2022 Aug 15, 2022	BUY	$50.1 - $53.11 $1.45 Million - $1.53 Million	28,855 New	28,855 $1.46 Million

Others Institutions Holding FMB

# of Institutions

310

Shares Held

30.2M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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Evergreen Wealth Solutions, LLC First Tr Exchange Traded Fd Ii Transaction History