Menard Financial Group LLC Alger ETF Tr Mid Cap 40 ETF Transaction History

Menard Financial Group LLC

$146 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$12.3 - $17.25 $460,413 - $645,702	-37,432 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$15.94 - $19.98 $596,666 - $747,891	37,432 New	37,432 $638,000

Others Institutions Holding FRTY

# of Institutions

20

Shares Held

2.06M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

937K
Shares

$18.7 Million
0.04% of portfolio
Fred Alger Management, LLC New York, NY

296K
Shares

$5.9 Million
0.03% of portfolio
Castle Rock Wealth Management, LLC

146K
Shares

$2.91 Million
0.62% of portfolio
Prosperity Financial Group, Inc. San Ramon, CA

131K
Shares

$2.61 Million
1.25% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$2.25 Million
0.0% of portfolio

About ALGER ETF TR MID CAP 40 ETF

Ticker FRTY
Sector ETFs
Industry ETFs

More about FRTY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Menard Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Menard Financial Group LLC with notifications on news.