Modern Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Modern Wealth Management, LLC holds 38,723 shares of FMB stock, worth $1.98 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
38,723
Previous 35,103 10.31%
Holding current value
$1.98 Million
Previous $1.82 Billion 8.87%
% of portfolio
0.07%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$50.62 - $52.07 $183,244 - $188,493
3,620 Added 10.31%
38,723 $1.99 Billion
Q3 2024

Nov 05, 2024
BUY
$51.0 - $52.05 $101,286 - $103,371
1,986 Added 6.0%
35,103 $1.82 Billion
Q2 2024

Aug 07, 2024
BUY
$50.47 - $51.43 $50,217 - $51,172
995 Added 3.1%
33,117 $1.69 Billion
Q1 2024

May 13, 2024
SELL
$51.0 - $51.74 $87,567 - $88,837
-1,717 Reduced 5.07%
32,122 $1.64 Billion
Q4 2023

Feb 14, 2024
BUY
$48.08 - $51.69 $1.63 Million - $1.75 Million
33,839 New
33,839 $1.75 Billion

Others Institutions Holding FMB

# of Institutions
326
Shares Held
31.5M
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
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