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

Measured Wealth Private Client Group, LLC

  • $285 Million
  • Q1 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 6,112 shares of FIW stock, worth $601,481. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,112
Previous 5,713 6.98%
Holding current value
$601,481
Previous $541,000 15.34%
% of portfolio
0.22%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
271
Shares Held
8.03M
Call Options Held
2.4K
Put Options Held
7.6K
View Full List

About FIRST TRUST WATER ETF

FIW Quotes by TradingView
  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
Track This Portfolio

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, 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 Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email