Institute For Wealth Management, Llc. First Tr Exchange Traded Fd Fi Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,000 shares of FXL stock, worth $275,240. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,000 -0.0%
Holding current value
$275,240
Previous $256,000 5.08%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 20, 2023
BUY
$91.07 - $107.48 $182,140 - $214,960
2,000 New
2,000 $210,000
Q2 2022

Jul 25, 2022
SELL
N/A
-2,100 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
N/A
50 Added 2.44%
2,100 $261,000
Q1 2021

May 04, 2021
SELL
N/A
-100 Reduced 4.65%
2,050 $233,000
Q4 2020

Feb 01, 2021
BUY
N/A
2,150 New
2,150 $240,000
Q1 2020

Apr 29, 2020
SELL
N/A
-2,300 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
N/A
2,300 New
2,300 $167,000

Others Institutions Holding FXL

# of Institutions
228
Shares Held
5.99M
Call Options Held
5.1K
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

FXL Quotes by TradingView
  • Ticker FXL
  • Sector ETFs
  • Industry ETFs
More about FXL
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email