Partnership Wealth Management, LLC First Trust Water ETF Transaction History

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 2024

A detailed history of Partnership Wealth Management, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 1,553 shares of FIW stock, worth $168,267. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,553
Previous 1,553 -0.0%
Holding current value
$168,267
Previous $155 Million 9.35%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jul 03, 2024
SELL
$96.61 - $107.24 $12,849 - $14,262
-133 Reduced 7.89%
1,553 $155 Million
Q4 2023

Feb 07, 2024
BUY
$77.3 - $95.37 $130,327 - $160,793
1,686 New
1,686 $155 Million

Others Institutions Holding FIW

# of Institutions
290
Shares Held
8.18M
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
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

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

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email