Inspirion Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 60,223 shares of FMB stock, worth $2.98 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

60,223

Previous 62,223 3.21%

Holding current value

$2.98 Million

Previous $3.17 Million 4.44%

% of portfolio

0.43%

Previous 0.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$50.17 - $51.45 $100,340 - $102,900	-2,000 Reduced 3.21%	60,223 $3.03 Million
Q3 2024 Oct 04, 2024	BUY	$51.0 - $52.05 $126,327 - $128,927	2,477 Added 4.15%	62,223 $3.23 Million
Q1 2024 Apr 12, 2024	SELL	$51.0 - $51.74 $32,946 - $33,424	-646 Reduced 1.07%	59,746 $3.07 Million
Q4 2023 Jan 10, 2024	SELL	$48.08 - $51.69 $462,433 - $497,154	-9,618 Reduced 13.74%	60,392 $3.12 Million
Q3 2023 Oct 13, 2023	BUY	$48.81 - $50.98 $3.42 Million - $3.57 Million	70,010 New	70,010 $3.42 Million
Q2 2022 Jul 27, 2022	SELL	$50.1 - $53.11 $242,834 - $257,424	-4,847 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	$52.95 - $56.95 $5,347 - $5,751	-101 Reduced 2.04%	4,847 $257,000
Q4 2021 Jan 21, 2022	SELL	$56.42 - $57.05 $10,719 - $10,839	-190 Reduced 3.7%	4,948 $282,000
Q1 2021 Apr 15, 2021	BUY	$56.08 - $57.38 $3,701 - $3,787	66 Added 1.3%	5,138 $290,000
Q4 2020 Jan 22, 2021	BUY	$55.3 - $56.77 $1,106 - $1,135	20 Added 0.4%	5,072 $288,000
Q3 2020 Oct 14, 2020	BUY	$55.03 - $56.3 $1,375 - $1,407	25 Added 0.5%	5,052 $281,000
Q1 2020 Apr 23, 2020	BUY	$49.3 - $57.28 $1,429 - $1,661	29 Added 0.58%	5,027 $272,000
Q4 2019 Jan 14, 2020	BUY	$55.13 - $55.99 $19,626 - $19,932	356 Added 7.67%	4,998 $278,000
Q3 2019 Oct 22, 2019	BUY	$54.78 - $56.2 $254,288 - $260,880	4,642 New	4,642 $258,000

Others Institutions Holding FMB

# of Institutions

327

Shares Held

32.8M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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Inspirion Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History