Horizon Family Wealth, Inc. First Tr Large Cap Value Transaction History

Horizon Family Wealth, Inc.

$132 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$72.36 - $76.0 $1,519 - $1,596	21 Added 0.45%	4,715 $347,000
Q1 2024 May 09, 2024	BUY	$69.01 - $76.38 $1,242 - $1,374	18 Added 0.38%	4,694 $358,000
Q4 2023 Feb 07, 2024	BUY	$61.6 - $71.44 $1,971 - $2,286	32 Added 0.69%	4,676 $331,000
Q3 2023 Nov 15, 2023	BUY	$64.61 - $70.36 $300,048 - $326,751	4,644 New	4,644 $300,000
Q2 2023 Aug 11, 2023	BUY	$62.32 - $67.04 $1,308 - $1,407	21 Added 0.46%	4,615 $307,000
Q1 2023 May 05, 2023	BUY	$63.26 - $73.3 $1,265 - $1,466	20 Added 0.44%	4,594 $305,000
Q4 2022 Feb 06, 2023	BUY	$58.47 - $69.36 $2,163 - $2,566	37 Added 0.82%	4,574 $301,000
Q3 2022 Oct 28, 2022	BUY	$57.68 - $69.23 $1,499 - $1,799	26 Added 0.58%	4,537 $262,000
Q2 2022 Aug 05, 2022	BUY	$61.01 - $72.65 $1,220 - $1,453	20 Added 0.45%	4,511 $280,000
Q4 2021 Feb 11, 2022	BUY	$64.95 - $69.91 $291,690 - $313,965	4,491 New	4,491 $314,000

Others Institutions Holding FTA

# of Institutions

211

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

About FIRST TR LARGE CAP VALUE

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