A detailed history of Ica Group Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 425 shares of FTA stock, worth $32,912. This represents 0.02% of its overall portfolio holdings.

Number of Shares
425
Previous 250 70.0%
Holding current value
$32,912
Previous $19,000 63.16%
% of portfolio
0.02%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$72.36 - $76.0 $12,663 - $13,300
175 Added 70.0%
425 $31,000
Q4 2023

Mar 07, 2024

BUY
$61.6 - $71.44 $15,400 - $17,860
250 New
250 $17,000
Q2 2023

Aug 11, 2023

SELL
$62.32 - $67.04 $61,073 - $65,699
-980 Reduced 79.67%
250 $16,000
Q4 2022

Feb 14, 2023

BUY
$58.47 - $69.36 $71,918 - $85,312
1,230 New
1,230 $80,000

Others Institutions Holding FTA

About FIRST TR LARGE CAP VALUE


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

Track Ica Group Wealth Management, LLC Portfolio

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

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.