Liberty Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$44.17 - $48.6 $40,150 - $44,177	-909 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$41.42 - $46.05 $207 - $230	5 Added 0.55%	909 $40,000
Q2 2021 Aug 13, 2021	SELL	$42.01 - $45.88 $1.62 Million - $1.77 Million	-38,588 Reduced 97.71%	904 $39,000
Q2 2021 Aug 13, 2021	BUY	$42.01 - $45.88 $1.62 Million - $1.77 Million	38,596 Added 4307.59%	39,492 $904,000
Q4 2020 Feb 09, 2021	BUY	$25.5 - $34.28 $127 - $171	5 Added 0.56%	896 $31,000
Q3 2020 Nov 05, 2020	BUY	$23.99 - $27.63 $215 - $248	9 Added 1.02%	891 $23,000
Q2 2020 Aug 04, 2020	BUY	$19.36 - $30.03 $154 - $240	8 Added 0.92%	882 $22,000
Q1 2020 Apr 27, 2020	BUY	$17.78 - $34.56 $142 - $276	8 Added 0.92%	874 $18,000
Q4 2019 Feb 05, 2020	BUY	$30.44 - $33.57 $182 - $201	6 Added 0.7%	866 $29,000
Q3 2019 Oct 30, 2019	BUY	$30.06 - $32.72 $150 - $163	5 Added 0.58%	860 $27,000
Q2 2019 Jul 30, 2019	BUY	$30.01 - $32.18 $90 - $96	3 Added 0.35%	855 $27,000
Q1 2019 Apr 18, 2019	BUY	$26.79 - $31.16 $26 - $31	1 Added 0.12%	852 $25,000
Q4 2018 Mar 26, 2019	BUY	$25.49 - $31.99 $21,691 - $27,223	851 New	851 $22,000

Others Institutions Holding FXO

# of Institutions

201

Shares Held

10.3M

Call Options Held

0

Put Options Held

0

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
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