A detailed history of Family Wealth Group, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Family Wealth Group, LLC holds 19,635 shares of FDEC stock, worth $874,346. This represents 0.93% of its overall portfolio holdings.

Number of Shares
19,635
Previous 35,024 43.94%
Holding current value
$874,346
Previous $1.49 Million 42.35%
% of portfolio
0.93%
Previous 1.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$41.32 - $43.78 $635,873 - $673,730
-15,389 Reduced 43.94%
19,635 $859,000
Q2 2024

Aug 14, 2024

SELL
$40.11 - $42.58 $60,044 - $63,742
-1,497 Reduced 4.1%
35,024 $1.49 Million
Q1 2024

Aug 14, 2024

BUY
$38.59 - $41.21 $753,546 - $804,707
19,527 Added 114.91%
36,521 $1.51 Million
Q4 2023

Feb 14, 2024

BUY
$33.87 - $39.03 $575,586 - $663,275
16,994 New
16,994 $662,000

Others Institutions Holding FDEC

About FIRST TR EX TR FD VIII FT CBOE


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

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.