Fsa Wealth Management LLC Ishares Tr Transaction History

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024

A detailed history of Fsa Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Fsa Wealth Management LLC holds 201 shares of IDV stock, worth $5,730. This represents 0.0% of its overall portfolio holdings.

Number of Shares
201
Previous 196 2.55%
Holding current value
$5,730
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$27.62 - $30.64 $138 - $153
5 Added 2.55%
201 $6,000
Q1 2024

May 16, 2024
BUY
$26.95 - $28.13 $53 - $56
2 Added 1.03%
196 $5,000
Q4 2023

Feb 14, 2024
BUY
$24.46 - $28.13 $4,745 - $5,457
194 New
194 $5,000
Q3 2020

Nov 13, 2020
SELL
$24.68 - $26.95 $4,294 - $4,689
-174 Closed
0 $0
Q4 2019

Feb 21, 2020
BUY
$29.79 - $33.61 $5,183 - $5,848
174 New
174 $6,000

Others Institutions Holding IDV

# of Institutions
479
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Fsa Wealth Management LLC Portfolio

Follow Fsa Wealth Management 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 Fsa Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsa Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email