Hcr Wealth Advisors First Tr Exchange Traded Fd Ii Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

A detailed history of Hcr Wealth Advisors transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Hcr Wealth Advisors holds 8,344 shares of FMB stock, worth $426,461. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,344

Previous 8,344 -0.0%

Holding current value

$426,461

Previous $431,000 0.7%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$48.08 - $51.69 $184,819 - $198,696	3,844 Added 85.42%	8,344 $431,000
Q1 2023 May 12, 2023	SELL	$50.21 - $51.59 $376,575 - $386,925	-7,500 Reduced 62.5%	4,500 $229,000
Q2 2022 Aug 12, 2022	SELL	$50.1 - $53.11 $45,090 - $47,799	-900 Reduced 6.98%	12,000 $607,000
Q1 2022 May 05, 2022	SELL	$52.95 - $56.95 $240,922 - $259,122	-4,550 Reduced 26.07%	12,900 $684,000
Q3 2021 Nov 02, 2021	BUY	$56.78 - $57.81 $198,730 - $202,335	3,500 Added 25.09%	17,450 $991,000

Q2 2021 Jul 21, 2021	SELL	$56.49 - $57.55 $254,205 - $258,975	-4,500 Reduced 24.39%	13,950 $799,000
Q1 2021 May 13, 2021	BUY	$56.08 - $57.38 $106,552 - $109,022	1,900 Added 11.48%	18,450 $1.04 Million
Q4 2020 Feb 04, 2021	BUY	$55.3 - $56.77 $248,850 - $255,465	4,500 Added 37.34%	16,550 $939,000
Q3 2019 Nov 07, 2019	BUY	$54.78 - $56.2 $660,099 - $677,210	12,050 New	12,050 $669,000

Others Institutions Holding FMB

# of Institutions

299

Shares Held

29.7M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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Hcr Wealth Advisors First Tr Exchange Traded Fd Ii Transaction History