Shore Haven Wealth Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$59.38 - $59.57 $4.15 Million - $4.17 Million	-69,922 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$59.48 - $59.8 $2.66 Million - $2.68 Million	-44,759 Reduced 39.03%	69,922 $4.16 Million
Q4 2021 Jan 21, 2022	SELL	$59.79 - $59.95 $41,255 - $41,365	-690 Reduced 0.6%	114,681 $6.86 Million
Q3 2021 Oct 28, 2021	BUY	$59.92 - $59.96 $927,621 - $928,240	15,481 Added 15.5%	115,371 $6.92 Million
Q2 2021 Aug 16, 2021	BUY	$59.94 - $59.99 $474,245 - $474,640	7,912 Added 8.6%	99,890 $5.99 Million
Q1 2021 May 13, 2021	BUY	$59.97 - $60.06 $154,062 - $154,294	2,569 Added 2.87%	91,978 $5.52 Million
Q4 2020 Feb 10, 2021	BUY	$60.02 - $60.09 $5.37 Million - $5.37 Million	89,409 New	89,409 $5.37 Million

Others Institutions Holding FTSM

# of Institutions

424

Shares Held

82.3M

Call Options Held

0

Put Options Held

0

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
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