Shore Haven Wealth Partners, LLC First Tr ETF Iii Municipal Hig Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in First Tr ETF Iii Municipal Hig stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 25,533 shares of FMHI stock, worth $1.23 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

25,533

Previous 29,317 12.91%

Holding current value

$1.23 Million

Previous $1.45 Million 14.92%

% of portfolio

0.61%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$47.98 - $49.47 $181,556 - $187,194	-3,784 Reduced 12.91%	25,533 $1.23 Million
Q3 2024 Oct 24, 2024	SELL	$48.27 - $49.43 $55,993 - $57,338	-1,160 Reduced 3.81%	29,317 $1.45 Million
Q2 2024 Jul 24, 2024	BUY	$47.4 - $48.65 $20,287 - $20,822	428 Added 1.42%	30,477 $1.47 Million
Q1 2024 May 02, 2024	BUY	$47.15 - $48.3 $311,755 - $319,359	6,612 Added 28.21%	30,049 $1.45 Million
Q4 2023 Feb 06, 2024	BUY	$43.98 - $47.79 $46,354 - $50,370	1,054 Added 4.71%	23,437 $1.12 Million
Q3 2023 Oct 24, 2023	BUY	$45.01 - $47.47 $1.01 Million - $1.06 Million	22,383 New	22,383 $1.01 Million
Q1 2023 Apr 14, 2023	BUY	$46.34 - $47.99 $736,759 - $762,993	15,899 New	15,899 $745,000
Q3 2022 Nov 09, 2022	BUY	$45.33 - $49.41 $1,042 - $1,136	23 Added 0.1%	22,971 $1.04 Million
Q2 2022 Aug 01, 2022	BUY	$46.78 - $51.27 $1.07 Million - $1.18 Million	22,948 New	22,948 $1.09 Million

Others Institutions Holding FMHI

# of Institutions

169

Shares Held

10.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF III MUNICIPAL HIG

Ticker FMHI
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Shore Haven Wealth Partners, LLC First Tr ETF Iii Municipal Hig Transaction History