Ironwood Wealth Management, Llc. First Tr Large Cap Core Alphde Transaction History

Ironwood Wealth Management, Llc.

$323 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	$57.1 - $61.33 $1,713 - $1,839	-30 Closed	0 $0
Q3 2017 Feb 07, 2018	BUY	$54.3 - $54.9 $1,629 - $1,647	30	30 $2,000

Others Institutions Holding FEX

# of Institutions

232

Shares Held

8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.2M
Shares

$127 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

957K
Shares

$102 Million
0.04% of portfolio
Janney Montgomery Scott LLC

509K
Shares

$54.1 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

469K
Shares

$49.9 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

288K
Shares

$30.6 Million
0.01% of portfolio

About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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