Quantum Private Wealth, LLC First Tr Multi Cap Growth Alph Transaction History

Quantum Private Wealth, LLC

$283 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 17, 2022	SELL	$89.23 - $113.24 $212,278 - $269,397	-2,379 Closed	0 $0
Q4 2021 May 26, 2022	BUY	$116.7 - $131.39 $277,629 - $312,576	2,379 New	2,379 $298,000

Others Institutions Holding FAD

# of Institutions

70

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

297K
Shares

$41.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

100K
Shares

$13.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.9K
Shares

$11.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$8.86 Million
0.01% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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