A detailed history of Sage Private Wealth Group, LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 218 shares of FRI stock, worth $6,295. This represents 0.01% of its overall portfolio holdings.

Number of Shares
218
Previous 217 0.46%
Holding current value
$6,295
Previous $6,000 16.67%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022

BUY
$22.74 - $28.91 $22 - $28
1 Added 0.46%
218 $5,000
Q2 2022

Aug 01, 2022

BUY
$24.7 - $32.25 $24 - $32
1 Added 0.46%
217 $6,000
Q1 2022

May 13, 2022

BUY
$28.66 - $32.52 $28 - $32
1 Added 0.47%
216 $7,000
Q4 2021

Jan 24, 2022

BUY
$28.49 - $32.6 $28 - $32
1 Added 0.47%
215 $7,000
Q3 2021

Nov 02, 2021

BUY
$28.18 - $30.49 $28 - $30
1 Added 0.47%
214 $6,000
Q1 2021

May 18, 2021

BUY
$22.3 - $25.69 $22 - $25
1 Added 0.47%
213 $5,000
Q4 2020

Mar 02, 2021

BUY
$20.39 - $23.58 $4,322 - $4,998
212 New
212 $5,000

Others Institutions Holding FRI

About FIRST TR S&P REIT INDEX FD


  • Ticker FRI
  • Sector ETFs
  • Industry ETFs
More about FRI
Track This Portfolio

Track Sage Private Wealth Group, LLC Portfolio

Follow Sage Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.