Laidlaw Wealth Management LLC ETF Ser Solutions Defiance Nex Transaction History

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 12,988 shares of FIVG stock, worth $527,442. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,988
Previous 13,757 5.59%
Holding current value
$527,442
Previous $558,000 5.56%
% of portfolio
0.2%
Previous 0.3%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
N/A
-769 Reduced 5.59%
12,988 $527,000
Q3 2024

Nov 12, 2024
SELL
$37.19 - $44.15 $16,252 - $19,293
-437 Reduced 3.08%
13,757 $558,000
Q2 2024

Aug 01, 2024
SELL
$35.39 - $42.48 $83,661 - $100,422
-2,364 Reduced 14.28%
14,194 $593,000
Q1 2024

May 15, 2024
BUY
$34.4 - $40.37 $56,553 - $66,368
1,644 Added 11.02%
16,558 $647,000
Q4 2023

Feb 12, 2024
SELL
$28.82 - $36.11 $186,177 - $233,270
-6,460 Reduced 30.22%
14,914 $534,000
Q3 2023

Nov 13, 2023
SELL
$30.65 - $34.46 $76,012 - $85,460
-2,480 Reduced 10.4%
21,374 $667,000
Q2 2023

Aug 11, 2023
SELL
$29.87 - $33.86 $16,338 - $18,521
-547 Reduced 2.24%
23,854 $802,000
Q1 2023

May 12, 2023
SELL
$29.95 - $34.23 $10,332 - $11,809
-345 Reduced 1.39%
24,401 $800,000
Q4 2022

Feb 14, 2023
SELL
$27.58 - $32.43 $228,086 - $268,196
-8,270 Reduced 25.05%
24,746 $739,000
Q3 2022

Nov 14, 2022
BUY
$28.52 - $36.05 $56,583 - $71,523
1,984 Added 6.39%
33,016 $942,000
Q2 2022

Aug 12, 2022
BUY
$30.76 - $38.03 $46,509 - $57,501
1,512 Added 5.12%
31,032 $978,000
Q1 2022

May 12, 2022
BUY
$34.88 - $42.11 $78,968 - $95,337
2,264 Added 8.31%
29,520 $1.11 Million
Q4 2021

Feb 14, 2022
BUY
$35.92 - $42.41 $50,683 - $59,840
1,411 Added 5.46%
27,256 $1.14 Million
Q3 2021

Nov 12, 2021
SELL
$36.32 - $38.84 $108,887 - $116,442
-2,998 Reduced 10.39%
25,845 $939,000
Q2 2021

Aug 13, 2021
BUY
$34.42 - $38.05 $115,410 - $127,581
3,353 Added 13.15%
28,843 $1.1 Million
Q1 2021

May 17, 2021
BUY
$32.82 - $36.69 $266,006 - $297,372
8,105 Added 46.62%
25,490 $898,000
Q4 2020

Feb 16, 2021
BUY
$28.34 - $33.6 $155,529 - $184,396
5,488 Added 46.13%
17,385 $584,000
Q3 2020

Nov 16, 2020
BUY
$27.08 - $30.44 $322,170 - $362,144
11,897 New
11,897 $339,000

Others Institutions Holding FIVG

# of Institutions
179
Shares Held
10.4M
Call Options Held
1.5K
Put Options Held
400
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

FIVG Quotes by TradingView
  • Ticker FIVG
  • Sector ETFs
  • Industry ETFs
More about FIVG
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