Ptm Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Ptm Wealth Management, LLC
- $151 Billion
- Q2 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 10,762 shares of FMB stock, worth $550,045. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,762
Previous 10,682
0.75%
Holding current value
$550,045
Previous $528 Million
1.59%
% of portfolio
0.36%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding FMB
# of Institutions
321Shares Held
30.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.06MShares$156 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.59MShares$132 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.05MShares$105 Million0.04% of portfolio
-
Ubs Group Ag1.78MShares$90.9 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$88.9 Million0.01% of portfolio