Kerntke Otto Mc Glone Wealth Management Group First Tr Large Cap Core Alphde Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 12, 2020	SELL	$59.34 - $66.63 $220,329 - $247,397	-3,713 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$45.01 - $64.77 $167,122 - $240,491	3,713 New	3,713 $221,000
Q1 2020 Apr 27, 2020	SELL	$40.79 - $67.43 $150,229 - $248,344	-3,683 Closed	0 $0
Q4 2019 Feb 21, 2020	BUY	$58.58 - $65.36 $215,750 - $240,720	3,683 New	3,683 $240,000

Others Institutions Holding FEX

# of Institutions

221

Shares Held

7.27M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$115 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

791K
Shares

$88.5 Million
0.04% of portfolio
Janney Montgomery Scott LLC

503K
Shares

$56.3 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

469K
Shares

$52.5 Million
0.01% of portfolio
Ubs Group Ag

235K
Shares

$26.3 Million
0.01% of portfolio

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About FIRST TR LARGE CAP CORE ALPHDE

Ticker FEX
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