Measured Wealth Private Client Group, LLC First Trust Water ETF Transaction History

Measured Wealth Private Client Group, LLC

$296 Million
Q3 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 9,099 shares of FIW stock, worth $930,099. This represents 0.34% of its overall portfolio holdings.

Number of Shares

9,099

Previous 9,056 0.47%

Holding current value

$930,099

Previous $905,000 9.83%

% of portfolio

0.34%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$98.0 - $109.33 $4,214 - $4,701	43 Added 0.47%	9,099 $994,000
Q2 2024 Aug 12, 2024	BUY	$96.61 - $107.24 $284,419 - $315,714	2,944 Added 48.17%	9,056 $905,000
Q1 2024 Apr 18, 2024	BUY	$91.05 - $102.1 $36,328 - $40,737	399 Added 6.98%	6,112 $624,000
Q4 2023 Feb 06, 2024	BUY	$77.3 - $95.37 $441,614 - $544,848	5,713 New	5,713 $541,000
Q4 2018 Feb 07, 2019	SELL	$41.46 - $50.74 $63,848 - $78,139	-1,540 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$48.23 - $51.62 $74,274 - $79,494	1,540 New	1,540 $78,000

Others Institutions Holding FIW

# of Institutions

295

Shares Held

8.55M

Call Options Held

4.8K

Put Options Held

12.4K

View Full List

About FIRST TRUST WATER ETF

Ticker FIW
Sector ETFs
Industry ETFs

More about FIW

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Measured Wealth Private Client Group, LLC First Trust Water ETF Transaction History