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

Shore Haven Wealth Partners, LLC

  • $192 Million
  • Q1 2025

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 5,927 shares of FMB stock, worth $293,742. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,927
Previous 8,721 32.04%
Holding current value
$293,742
Previous $444,000 32.88%
% of portfolio
0.16%
Previous 0.22%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$50.17 - $51.45 $140,174 - $143,751
-2,794 Reduced 32.04%
5,927 $298,000
Q4 2024

Jan 29, 2025
SELL
$50.62 - $52.07 $48,089 - $49,466
-950 Reduced 9.82%
8,721 $444,000
Q3 2024

Oct 24, 2024
BUY
$51.0 - $52.05 $79,560 - $81,198
1,560 Added 19.23%
9,671 $502,000
Q2 2024

Jul 24, 2024
BUY
$50.47 - $51.43 $65,711 - $66,961
1,302 Added 19.12%
8,111 $414,000
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
$48.72 - $51.97 $44,822 - $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
327
Shares Held
32.8M
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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