Kingsview Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Kingsview Wealth Management, LLC

  • $4.45 Billion
  • Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,598 shares of FMB stock, worth $339,269. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,598
Previous 6,813 3.16%
Holding current value
$339,269
Previous $347,000 1.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$51.0 - $52.05 $10,965 - $11,190
-215 Reduced 3.16%
6,598 $342,000
Q1 2024

May 09, 2024
SELL
$51.0 - $51.74 $67,167 - $68,141
-1,317 Reduced 16.2%
6,813 $349,000
Q4 2023

Feb 08, 2024
SELL
$48.08 - $51.69 $14,712 - $15,817
-306 Reduced 3.63%
8,130 $420,000
Q3 2023

Nov 07, 2023
BUY
$48.81 - $50.98 $411,761 - $430,067
8,436 New
8,436 $412,000
Q4 2022

Feb 13, 2023
BUY
$48.2 - $50.76 $233,673 - $246,084
4,848 New
4,848 $242,000
Q2 2022

Aug 16, 2022
SELL
$50.1 - $53.11 $252,504 - $267,674
-5,040 Reduced 55.21%
4,088 $207,000
Q1 2022

Feb 08, 2024
BUY
$52.95 - $56.95 $7,201 - $7,745
136 Added 1.67%
8,266 $438,000
Q4 2021

Feb 17, 2022
BUY
$56.42 - $57.05 $90,272 - $91,280
1,600 Added 21.25%
9,128 $520,000
Q3 2021

Dec 03, 2021
BUY
$56.78 - $57.81 $59,448 - $60,527
1,047 Added 16.15%
7,528 $427,000
Q2 2021

Aug 17, 2021
BUY
$56.49 - $57.55 $366,111 - $372,981
6,481 New
6,481 $371,000
Q1 2021

May 24, 2021
SELL
$56.08 - $57.38 $240,078 - $245,643
-4,281 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$55.3 - $56.77 $236,739 - $243,032
4,281 New
4,281 $243,000

Others Institutions Holding FMB

# of Institutions
310
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

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

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email