Kowal Investment Group, LLC First Tr ETF Iii Horizon Manag Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$30.45 - $32.28 $6,851 - $7,263	-225 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$30.85 - $32.8 $6,941 - $7,379	225 New	225 $7,000

Others Institutions Holding HDMV

# of Institutions

32

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

201K
Shares

$5.92 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

169K
Shares

$4.99 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$4.73 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

158K
Shares

$4.65 Million
0.01% of portfolio
Golden State Equity Partners South Coast Metro, CA

120K
Shares

$3.54 Million
2.09% of portfolio

About FIRST TR ETF III HORIZON MANAG

Ticker HDMV
Sector ETFs
Industry ETFs

More about HDMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.