Lifeworks Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History

Lifeworks Advisors, LLC

  • $350 Million
  • Q1 2024

A detailed history of Lifeworks Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 7,524 shares of FMB stock, worth $384,551. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,524
Previous 7,514 0.13%
Holding current value
$384,551
Previous $388,000 0.52%
% of portfolio
0.11%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$51.0 - $51.74 $510 - $517
10 Added 0.13%
7,524 $386,000
Q4 2023

Feb 12, 2024
BUY
$48.08 - $51.69 $361,273 - $388,398
7,514 New
7,514 $388,000

Others Institutions Holding FMB

# of Institutions
299
Shares Held
29.7M
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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email