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 $535,732. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,762
Previous 10,682
0.75%
Holding current value
$535,732
Previous $528 Million
1.59%
% of portfolio
0.36%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding FMB
# of Institutions
317Shares Held
31.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.98MShares$148 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$134 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.18MShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$92.2 Million0.01% of portfolio
-
Ubs Group Ag1.75MShares$87 Million0.02% of portfolio