Shore Haven Wealth Partners, LLC First Tr Large Cap Value Transaction History

Shore Haven Wealth Partners, LLC

  • $178 Million
  • Q1 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,927 shares of FTA stock, worth $212,968. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,927
Previous 2,915 0.41%
Holding current value
$212,968
Previous $206,000 8.25%
% of portfolio
0.13%
Previous 0.13%

Shares

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

May 02, 2024
BUY
$69.01 - $76.38 $828 - $916
12 Added 0.41%
2,927 $223,000
Q4 2023

Feb 06, 2024
BUY
$61.6 - $71.44 $179,564 - $208,247
2,915 New
2,915 $206,000
Q2 2022

Aug 01, 2022
SELL
$61.01 - $72.65 $173,085 - $206,108
-2,837 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$67.33 - $72.28 $191,015 - $205,058
2,837 New
2,837 $200,000

Others Institutions Holding FTA

# of Institutions
203
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

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