Philip James Wealth Mangement, LLC First Tr Exchange Traded Fd Ii Transaction History

Philip James Wealth Mangement, LLC

  • $784 Billion
  • Q2 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 22,134 shares of FMB stock, worth $1.13 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
22,134
Previous 21,418 3.34%
Holding current value
$1.13 Million
Previous $1.08 Billion 2.11%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$49.12 - $50.93 $35,169 - $36,465
716 Added 3.34%
22,134 $1.1 Billion
Q1 2025

Apr 24, 2025
BUY
$50.17 - $51.45 $529,644 - $543,157
10,557 Added 97.2%
21,418 $1.08 Billion
Q4 2024

Jan 31, 2025
BUY
$50.62 - $52.07 $549,783 - $565,532
10,861 New
10,861 $554 Million

Others Institutions Holding FMB

# of Institutions
322
Shares Held
30.9M
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
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email