A detailed history of Financial Planning & Information Services, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 119,848 shares of FMB stock, worth $6.16 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
119,848
Previous 135,848 11.78%
Holding current value
$6.16 Million
Previous $6.94 Million 10.22%
% of portfolio
0.86%
Previous 1.06%

Shares

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

Nov 12, 2024

SELL
$51.0 - $52.05 $816,000 - $832,800
-16,000 Reduced 11.78%
119,848 $6.23 Million
Q2 2024

Aug 13, 2024

SELL
$50.47 - $51.43 $2.38 Million - $2.42 Million
-47,101 Reduced 25.75%
135,848 $6.94 Million
Q1 2024

May 14, 2024

SELL
$51.0 - $51.74 $5.15 Million - $5.22 Million
-100,973 Reduced 35.56%
182,949 $9.4 Million
Q3 2023

Nov 14, 2023

SELL
$48.81 - $50.98 $194,312 - $202,951
-3,981 Reduced 1.38%
283,922 $13.9 Million
Q2 2023

Aug 11, 2023

SELL
$49.86 - $51.44 $98,523 - $101,645
-1,976 Reduced 0.68%
287,903 $14.6 Million
Q1 2023

May 02, 2023

BUY
$50.21 - $51.59 $587,105 - $603,241
11,693 Added 4.2%
289,879 $14.8 Million
Q4 2022

Feb 13, 2023

BUY
$48.2 - $50.76 $2.76 Million - $2.9 Million
57,162 Added 25.86%
278,186 $13.9 Million
Q3 2022

Oct 25, 2022

BUY
$48.72 - $51.97 $5.8 Million - $6.19 Million
119,072 Added 116.79%
221,024 $10.8 Million
Q2 2022

Jul 19, 2022

BUY
$50.1 - $53.11 $4.51 Million - $4.78 Million
90,042 Added 756.02%
101,952 $5.16 Million
Q1 2022

Apr 19, 2022

BUY
$52.95 - $56.95 $630,634 - $678,274
11,910 New
11,910 $632,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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