A detailed history of Naviter Wealth, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Naviter Wealth, LLC holds 37,279 shares of FMB stock, worth $1.92 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
37,279
Previous 18,825 98.03%
Holding current value
$1.92 Million
Previous $961,000 101.56%
% of portfolio
0.27%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$51.0 - $52.05 $941,154 - $960,530
18,454 Added 98.03%
37,279 $1.94 Million
Q2 2024

Aug 01, 2024

BUY
$50.47 - $51.43 $84,133 - $85,733
1,667 Added 9.72%
18,825 $961,000
Q1 2024

Apr 18, 2024

BUY
$51.0 - $51.74 $875,058 - $887,754
17,158 New
17,158 $881,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.