A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 12,137 shares of FMB stock, worth $624,084. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,137
Previous 12,137 -0.0%
Holding current value
$624,084
Previous $619,000 1.78%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$51.0 - $51.74 $24,072 - $24,421
-472 Reduced 3.74%
12,137 $623,000
Q4 2023

Jan 18, 2024

BUY
$48.08 - $51.69 $21,780 - $23,415
453 Added 3.73%
12,609 $651,000
Q3 2023

Oct 12, 2023

BUY
$48.81 - $50.98 $97 - $101
2 Added 0.02%
12,156 $594,000
Q2 2023

Jul 14, 2023

BUY
$49.86 - $51.44 $99 - $102
2 Added 0.02%
12,154 $615,000
Q1 2023

May 11, 2023

BUY
$50.21 - $51.59 $100 - $103
2 Added 0.02%
12,152 $619,000
Q4 2022

Feb 14, 2023

BUY
$48.2 - $50.76 $19,135 - $20,151
397 Added 3.38%
12,150 $608,000
Q3 2022

Nov 14, 2022

SELL
$48.72 - $51.97 $19,098 - $20,372
-392 Reduced 3.23%
11,753 $573,000
Q2 2022

Aug 09, 2022

SELL
$50.1 - $53.11 $77,504 - $82,161
-1,547 Reduced 11.3%
12,145 $615,000
Q1 2022

May 16, 2022

SELL
$52.95 - $56.95 $57,238 - $61,562
-1,081 Reduced 7.32%
13,692 $726,000
Q4 2021

Feb 11, 2022

SELL
$56.42 - $57.05 $91,287 - $92,306
-1,618 Reduced 9.87%
14,773 $842,000
Q1 2021

May 17, 2021

BUY
$56.08 - $57.38 $79,072 - $80,905
1,410 Added 9.41%
16,391 $925,000
Q4 2020

Feb 09, 2021

BUY
$55.3 - $56.77 $86,378 - $88,674
1,562 Added 11.64%
14,981 $850,000
Q2 2020

Jul 27, 2020

BUY
$52.19 - $55.04 $95,507 - $100,723
1,830 Added 15.79%
13,419 $738,000
Q1 2020

May 13, 2020

BUY
$49.3 - $57.28 $114,129 - $132,603
2,315 Added 24.96%
11,589 $627,000
Q4 2019

Jan 22, 2020

BUY
$55.13 - $55.99 $511,275 - $519,251
9,274 New
9,274 $515,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


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

Track Sea Crest Wealth Management, LLC Portfolio

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

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.