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

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

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

203

Shares Held

6.31M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

833K
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

715K
Shares

$103 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$75.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

443K
Shares

$64 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$62.2 Million
0.16% of portfolio

View Full List

About FIRST TR LGE CAP GROWTH

Ticker FTC
Sector ETFs
Industry ETFs

More about FTC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Account