Insight Wealth Strategies, LLC First Tr Exchange Traded Fd Ii Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 24,623 shares of FMB stock, worth $1.25 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,623

Previous 37,903 35.04%

Holding current value

$1.25 Million

Previous $1.97 Million 36.21%

% of portfolio

0.17%

Previous 0.26%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$50.62 - $52.07 $672,233 - $691,489	-13,280 Reduced 35.04%	24,623 $1.26 Million
Q3 2024 Oct 07, 2024	BUY	$51.0 - $52.05 $133,671 - $136,423	2,621 Added 7.43%	37,903 $1.97 Million
Q2 2024 Jul 08, 2024	BUY	$50.47 - $51.43 $92,713 - $94,476	1,837 Added 5.49%	35,282 $1.8 Million
Q1 2024 Apr 05, 2024	BUY	$51.0 - $51.74 $55,947 - $56,758	1,097 Added 3.39%	33,445 $1.72 Million
Q4 2023 Jan 12, 2024	BUY	$48.08 - $51.69 $98,804 - $106,222	2,055 Added 6.78%	32,348 $1.67 Million
Q3 2023 Oct 13, 2023	BUY	$48.81 - $50.98 $12,934 - $13,509	265 Added 0.88%	30,293 $1.48 Million
Q2 2023 Jul 14, 2023	BUY	$49.86 - $51.44 $19,744 - $20,370	396 Added 1.34%	30,028 $1.52 Million
Q1 2023 Apr 06, 2023	SELL	$50.21 - $51.59 $3,866 - $3,972	-77 Reduced 0.26%	29,632 $1.51 Million
Q4 2022 Jan 06, 2023	SELL	$48.2 - $50.76 $235,505 - $248,013	-4,886 Reduced 14.12%	29,709 $0
Q2 2022 Jul 01, 2022	BUY	$50.1 - $53.11 $14,729 - $15,614	294 Added 0.86%	34,595 $1.75 Million
Q1 2022 Apr 12, 2022	SELL	$52.95 - $56.95 $115,378 - $124,094	-2,179 Reduced 5.97%	34,301 $1.82 Million
Q4 2021 Jan 31, 2022	BUY	$56.42 - $57.05 $690,919 - $698,634	12,246 Added 50.53%	36,480 $2.08 Million
Q3 2021 Oct 28, 2021	SELL	$56.78 - $57.81 $80,968 - $82,437	-1,426 Reduced 5.56%	24,234 $1.38 Million
Q2 2021 Aug 12, 2021	SELL	$56.49 - $57.55 $419,720 - $427,596	-7,430 Reduced 22.45%	25,660 $1.47 Million
Q1 2021 May 12, 2021	BUY	$56.08 - $57.38 $124,217 - $127,096	2,215 Added 7.17%	33,090 $1.87 Million
Q4 2020 Feb 05, 2021	BUY	$55.3 - $56.77 $663,489 - $681,126	11,998 Added 63.56%	30,875 $1.75 Million
Q3 2020 Oct 29, 2020	BUY	$55.03 - $56.3 $3,356 - $3,434	61 Added 0.32%	18,877 $1.05 Million
Q2 2020 Jul 31, 2020	BUY	$52.19 - $55.04 $128,752 - $135,783	2,467 Added 15.09%	18,816 $1.04 Million
Q1 2020 Apr 21, 2020	BUY	$49.3 - $57.28 $308,470 - $358,400	6,257 Added 62.0%	16,349 $884,000
Q4 2019 Feb 21, 2020	BUY	$55.13 - $55.99 $3,252 - $3,303	59 Added 0.59%	10,092 $561,000
Q3 2019 Nov 06, 2019	BUY	$54.78 - $56.2 $85,511 - $87,728	1,561 Added 18.43%	10,033 $557,000
Q2 2019 Aug 06, 2019	BUY	$53.63 - $54.78 $454,353 - $464,096	8,472 New	8,472 $464,000

Others Institutions Holding FMB

# of Institutions

310

Shares Held

30.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
Sector ETFs
Industry ETFs

More about FMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account

Insight Wealth Strategies, LLC First Tr Exchange Traded Fd Ii Transaction History