Landmark Wealth Management, LLC First Tr ETF Iii Municipal Hig Transaction History

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 4,670 shares of FMHI stock, worth $226,681. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,670

Previous 4,654 0.34%

Holding current value

$226,681

Previous $222,000 1.35%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$47.15 - $48.3 $754 - $772	16 Added 0.34%	4,670 $225,000
Q4 2023 Jan 22, 2024	SELL	$43.98 - $47.79 $54,931 - $59,689	-1,249 Reduced 21.16%	4,654 $222,000
Q3 2023 Oct 13, 2023	SELL	$45.01 - $47.47 $252,056 - $265,832	-5,600 Reduced 48.68%	5,903 $266,000
Q2 2023 Jul 14, 2023	SELL	$46.07 - $47.47 $12,577 - $12,959	-273 Reduced 2.32%	11,503 $542,000
Q1 2023 Apr 17, 2023	BUY	$46.34 - $47.99 $54,403 - $56,340	1,174 Added 11.07%	11,776 $552,000

Q4 2022 Jan 20, 2023	BUY	$44.63 - $47.32 $73,282 - $77,699	1,642 Added 18.33%	10,602 $491,000
Q3 2022 Oct 24, 2022	BUY	N/A	8,960 New	8,960 $407,000
Q1 2022 Apr 26, 2022	BUY	N/A	432 New	432 $0

Others Institutions Holding FMHI

# of Institutions

135

Shares Held

8.91M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III MUNICIPAL HIG

Ticker FMHI
Sector ETFs
Industry ETFs

More about FMHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

Landmark Wealth Management, LLC First Tr ETF Iii Municipal Hig Transaction History