Ptm Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Ptm Wealth Management, LLC
- $168 Billion
- Q3 2025
A detailed history of Ptm Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 10,888 shares of FMB stock, worth $556,921. This represents 0.33% of its overall portfolio holdings.
Number of Shares
10,888
Previous 10,762
1.17%
Holding current value
$556,921
Previous $537 Million
3.05%
% of portfolio
0.33%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding FMB
# of Institutions
317Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.97MShares$152 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.51MShares$129 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.13MShares$109 Million0.03% of portfolio
-
Ubs Group Ag1.8MShares$92 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$89.1 Million0.01% of portfolio