Schwallier Wealth Management LLC First Tr Enhanced Traded Fd Iv Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 123,813 shares of FTSM stock, worth $7.42 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares

123,813

Previous 157,054 21.17%

Holding current value

$7.42 Million

Previous $9.4 Billion 21.3%

% of portfolio

5.63%

Previous 6.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$59.74 - $60.03 $1.99 Million - $2 Million	-33,241 Reduced 21.17%	123,813 $7.4 Billion
Q3 2024 Nov 07, 2024	BUY	$59.61 - $60.15 $478,906 - $483,245	8,034 Added 5.39%	157,054 $9.4 Billion
Q2 2024 Aug 13, 2024	SELL	$59.55 - $59.81 $2.05 Million - $2.06 Million	-34,363 Reduced 18.74%	149,020 $8.88 Billion
Q1 2024 May 14, 2024	SELL	$59.62 - $59.91 $9.69 Million - $9.74 Million	-162,496 Reduced 46.98%	183,383 $10.9 Billion
Q4 2023 Feb 14, 2024	BUY	$59.43 - $59.85 $20.6 Million - $20.7 Million	345,879 New	345,879 $20.6 Billion

Others Institutions Holding FTSM

# of Institutions

459

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Account

Schwallier Wealth Management LLC First Tr Enhanced Traded Fd Iv Transaction History