Modera Wealth Management, LLC First Trust Water ETF Transaction History

Modera Wealth Management, LLC

  • $6.75 Billion
  • Q2 2024

A detailed history of Modera Wealth Management, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 20,805 shares of FIW stock, worth $2.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,805
Previous 24,004 13.33%
Holding current value
$2.19 Million
Previous $2.45 Million 15.1%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$96.61 - $107.24 $309,055 - $343,060
-3,199 Reduced 13.33%
20,805 $2.08 Million
Q1 2024

May 14, 2024
SELL
$91.05 - $102.1 $274,424 - $307,729
-3,014 Reduced 11.16%
24,004 $2.45 Million
Q4 2023

Feb 14, 2024
SELL
$77.3 - $95.37 $123,602 - $152,496
-1,599 Reduced 5.59%
27,018 $2.56 Million
Q3 2023

Nov 30, 2023
BUY
$82.38 - $91.67 $2.36 Million - $2.62 Million
28,617 New
28,617 $2.37 Million
Q2 2023

Aug 07, 2023
BUY
$80.52 - $88.57 $2.36 Million - $2.6 Million
29,338 New
29,338 $2.6 Million

Others Institutions Holding FIW

# of Institutions
281
Shares Held
8.12M
Call Options Held
2.9K
Put Options Held
3.3K
View Full List

About FIRST TRUST WATER ETF

FIW Quotes by TradingView
  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
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