A detailed history of Journey Strategic Wealth LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 104,370 shares of FMB stock, worth $5.35 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
104,370
Previous 95,496 9.29%
Holding current value
$5.35 Million
Previous $4.88 Million 11.22%
% of portfolio
0.2%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$51.0 - $52.05 $452,574 - $461,891
8,874 Added 9.29%
104,370 $5.42 Million
Q2 2024

Aug 14, 2024

BUY
$50.47 - $51.43 $908,308 - $925,585
17,997 Added 23.22%
95,496 $4.88 Million
Q1 2024

May 13, 2024

BUY
$51.0 - $51.74 $539,172 - $546,995
10,572 Added 15.8%
77,499 $3.98 Million
Q4 2023

Feb 09, 2024

BUY
$48.08 - $51.69 $435,652 - $468,363
9,061 Added 15.66%
66,927 $3.46 Million
Q3 2023

Nov 08, 2023

BUY
$48.81 - $50.98 $638,385 - $666,767
13,079 Added 29.2%
57,866 $2.83 Million
Q2 2023

Aug 14, 2023

BUY
$49.86 - $51.44 $236,735 - $244,237
4,748 Added 11.86%
44,787 $2.27 Million
Q1 2023

May 11, 2023

BUY
$50.21 - $51.59 $19,381 - $19,913
386 Added 0.97%
40,039 $2.04 Million
Q4 2022

Feb 14, 2023

BUY
$48.2 - $50.76 $316,240 - $333,036
6,561 Added 19.83%
39,653 $1.99 Million
Q3 2022

Nov 14, 2022

BUY
$48.72 - $51.97 $4,774 - $5,093
98 Added 0.3%
33,092 $1.61 Million
Q2 2022

Aug 15, 2022

BUY
$50.1 - $53.11 $1.65 Million - $1.75 Million
32,994 New
32,994 $1.67 Million
Q1 2022

May 16, 2022

SELL
$52.95 - $56.95 $272,163 - $292,723
-5,140 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$56.42 - $57.05 $289,998 - $293,237
5,140 New
5,140 $293,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.