Riverpoint Wealth Management Holdings, LLC First Tr Lge Cap Growth Transaction History

Riverpoint Wealth Management Holdings, LLC

$425 Million
Q2 2025

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$109.29 - $124.15 $537,488 - $610,569	-4,918 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$107.61 - $119.12 $909,519 - $1.01 Million	-8,452 Reduced 63.22%	4,918 $546,000
Q1 2021 May 04, 2021	SELL	$91.91 - $106.03 $275,270 - $317,559	-2,995 Reduced 18.3%	13,370 $1.31 Million
Q4 2020 Feb 23, 2021	SELL	$82.44 - $98.61 $36,191 - $43,289	-439 Reduced 2.61%	16,365 $1.58 Million
Q3 2020 Nov 10, 2020	SELL	$77.47 - $88.68 $460,481 - $527,113	-5,944 Reduced 26.13%	16,804 $1.41 Million
Q2 2020 Aug 03, 2020	BUY	$56.72 - $77.0 $1,418 - $1,925	25 Added 0.11%	22,748 $1.74 Million
Q1 2020 May 11, 2020	SELL	$51.89 - $79.41 $25,685 - $39,307	-495 Reduced 2.13%	22,723 $1.36 Million
Q4 2019 Feb 18, 2020	BUY	$68.07 - $73.17 $2,382 - $2,560	35 Added 0.15%	23,218 $1.69 Million
Q3 2019 Oct 30, 2019	SELL	$68.0 - $72.64 $731,476 - $781,388	-10,757 Reduced 31.69%	23,183 $1.62 Million
Q2 2019 Aug 12, 2019	BUY	$65.23 - $70.9 $1,630 - $1,772	25 Added 0.07%	33,940 $2.39 Million
Q1 2019 May 14, 2019	BUY	$55.66 - $67.1 $11,132 - $13,419	200 Added 0.59%	33,915 $2.27 Million
Q4 2018 Feb 13, 2019	BUY	$53.12 - $70.6 $567,109 - $753,725	10,676 Added 46.34%	33,715 $1.93 Million
Q2 2018 Jul 27, 2018	SELL	$61.95 - $68.94 $2.62 Million - $2.91 Million	-42,225 Reduced 64.7%	23,039 $1.52 Million
Q1 2018 Apr 27, 2018	BUY	$60.27 - $67.24 $86,607 - $96,623	1,437 Added 2.25%	65,264 $4.16 Million
Q4 2017 Feb 13, 2018	SELL	$57.71 - $61.61 $172,495 - $184,152	-2,989 Reduced 4.47%	63,827 $3.9 Million
Q3 2017 Nov 13, 2017	SELL	$56.36 - $57.46 $3 Million - $3.06 Million	-53,171 Reduced 44.31%	66,816 $3.91 Million
Q2 2017 Aug 07, 2017	BUY	N/A	119,987	119,987 $6.63 Million

Others Institutions Holding FTC

# of Institutions

218

Shares Held

5.74M

Call Options Held

12.8K

Put Options Held

100

Morgan Stanley New York, NY

785K
Shares

$123 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

671K
Shares

$106 Million
0.04% of portfolio
Janney Montgomery Scott LLC

443K
Shares

$69.7 Million
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$67.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

268K
Shares

$42.2 Million
0.01% of portfolio

View Full List

About FIRST TR LGE CAP GROWTH

Ticker FTC
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