Simplicity Wealth,Llc First Tr Exchange Trd Fd Ii Fi Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 16,481 shares of FGD stock, worth $435,592. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,481
Holding current value
$435,592
% of portfolio
0.03%

Shares

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

Apr 14, 2025
BUY
$21.95 - $24.74 $361,757 - $407,739
16,481 New
16,481 $400,000
Q3 2024

Oct 09, 2024
BUY
$22.11 - $24.64 $95,426 - $106,346
4,316 Added 36.89%
16,017 $390,000
Q2 2024

Jul 10, 2024
BUY
$21.66 - $23.93 $253,443 - $280,004
11,701 New
11,701 $261,000
Q4 2023

Jan 29, 2024
BUY
$19.81 - $22.58 $184,490 - $210,287
9,313 New
9,313 $207,000
Q1 2023

Apr 27, 2023
SELL
$21.46 - $23.92 $139,339 - $155,312
-6,493 Reduced 40.53%
9,528 $210,000
Q4 2022

Feb 15, 2023
BUY
$18.3 - $22.51 $293,184 - $360,632
16,021 New
16,021 $352,000

Others Institutions Holding FGD

# of Institutions
153
Shares Held
13.7M
Call Options Held
25.8K
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRD FD II FI

FGD Quotes by TradingView
  • Ticker FGD
  • Sector ETFs
  • Industry ETFs
More about FGD
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email