Insigneo Advisory Services, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025
Number of Shares
41,037
Previous 24,975 64.31%
Holding current value
$1.61 Billion
Previous $905 Million 77.45%
% of portfolio
0.14%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
16,062 Added 64.31%
41,037 $1.61 Billion
Q4 2024

Feb 13, 2025
SELL
N/A
-800 Reduced 3.1%
24,975 $921 Million
Q3 2024

Nov 14, 2024
BUY
N/A
5,825 Added 29.2%
25,775 $934 Million
Q2 2024

Aug 14, 2024
BUY
N/A
19,950 New
19,950 $682 Million
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