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

Schwallier Wealth Management LLC

  • $140 Billion
  • Q3 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 157,054 shares of FTSM stock, worth $9.41 Million. This represents 6.73% of its overall portfolio holdings.

Number of Shares
157,054
Previous 149,020 5.39%
Holding current value
$9.41 Million
Previous $8.88 Billion 5.87%
% of portfolio
6.73%
Previous 7.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
420
Shares Held
82.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management 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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email