A detailed history of Iht Wealth Management, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,061 shares of FID stock, worth $195,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,061
Previous 12,053 0.07%
Holding current value
$195,870
Previous $189,000 11.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$15.76 - $17.74 $126 - $141
8 Added 0.07%
12,061 $211,000
Q2 2024

Aug 14, 2024

SELL
$15.24 - $16.6 $1,722 - $1,875
-113 Reduced 0.93%
12,053 $189,000
Q1 2024

May 15, 2024

BUY
$15.16 - $16.09 $272 - $289
18 Added 0.15%
12,166 $194,000
Q4 2023

Feb 14, 2024

SELL
$14.07 - $16.12 $1,758 - $2,015
-125 Reduced 1.02%
12,148 $195,000
Q3 2023

Nov 14, 2023

BUY
$14.68 - $15.94 $161 - $175
11 Added 0.09%
12,273 $180,000
Q2 2023

Aug 14, 2023

SELL
$15.21 - $16.2 $456 - $486
-30 Reduced 0.24%
12,262 $188,000
Q1 2023

May 15, 2023

BUY
$15.13 - $16.42 $242 - $262
16 Added 0.13%
12,292 $192,000
Q4 2022

Feb 14, 2023

SELL
$13.33 - $15.69 $1,932 - $2,275
-145 Reduced 1.17%
12,276 $188,000
Q3 2022

Nov 22, 2022

SELL
$13.74 - $16.21 $4,726 - $5,576
-344 Reduced 2.69%
12,421 $171,000
Q2 2022

Aug 15, 2022

BUY
$15.84 - $17.93 $411 - $466
26 Added 0.2%
12,765 $204,000
Q1 2022

May 16, 2022

BUY
$16.81 - $19.36 $214,142 - $246,627
12,739 New
12,739 $234,000

Others Institutions Holding FID

About FIRST TR EXCHANGE-TRDED FD VI


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

Track Iht Wealth Management, LLC Portfolio

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

News

Stay updated on Iht Wealth Management, LLC with notifications on news.