Philip James Wealth Mangement, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025
Number of Shares
345,950
Previous 319,871 8.15%
Holding current value
$4.89 Billion
Previous $4.21 Billion 16.21%
% of portfolio
0.6%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
N/A
26,079 Added 8.15%
345,950 $4.89 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
319,871 New
319,871 $4.21 Billion
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