Shore Haven Wealth Partners, LLC First Tr Exchange Traded Fd Ii Transaction History

Shore Haven Wealth Partners, LLC

  • $178 Million
  • Q1 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 6,809 shares of FMB stock, worth $349,437. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,809
Previous 5,684 19.79%
Holding current value
$349,437
Previous $293,000 19.11%
% of portfolio
0.2%
Previous 0.18%

Shares

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

May 02, 2024
BUY
$51.0 - $51.74 $57,375 - $58,207
1,125 Added 19.79%
6,809 $349,000
Q4 2023

Feb 06, 2024
SELL
$48.08 - $51.69 $35,434 - $38,095
-737 Reduced 11.48%
5,684 $293,000
Q3 2023

Oct 24, 2023
BUY
$48.81 - $50.98 $313,409 - $327,342
6,421 New
6,421 $313,000
Q3 2022

Nov 09, 2022
BUY
$49.24 - $51.97 $45,300 - $47,812
920 Added 13.97%
7,507 $365,000
Q2 2022

Aug 01, 2022
BUY
$50.1 - $53.11 $330,008 - $349,835
6,587 New
6,587 $333,000
Q3 2021

Oct 28, 2021
SELL
$56.78 - $57.81 $819,221 - $834,082
-14,428 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
$56.49 - $57.55 $2.84 Million - $2.89 Million
-50,276 Reduced 77.7%
14,428 $826,000
Q1 2021

May 13, 2021
BUY
$56.08 - $57.38 $137,283 - $140,466
2,448 Added 3.93%
64,704 $3.65 Million
Q4 2020

Feb 10, 2021
BUY
$55.3 - $56.77 $3.44 Million - $3.53 Million
62,256 New
62,256 $3.53 Million

Others Institutions Holding FMB

# of Institutions
299
Shares Held
29.7M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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