Spire Wealth Management First Tr ETF Iii Municipal Hig Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$46.34 - $47.99 $18,072 - $18,716	390 New	390 $18,000
Q2 2022 Jul 22, 2022	SELL	$46.78 - $51.27 $783,190 - $858,362	-16,742 Reduced 98.88%	190 $9,000
Q1 2022 Apr 18, 2022	SELL	$51.05 - $56.08 $387,061 - $425,198	-7,582 Reduced 30.93%	16,932 $867,000
Q4 2021 Jan 14, 2022	BUY	$55.28 - $56.19 $759,934 - $772,443	13,747 Added 127.68%	24,514 $1.38 Million
Q3 2021 Oct 22, 2021	BUY	$55.77 - $56.91 $4,015 - $4,097	72 Added 0.67%	10,767 $600,000
Q2 2021 Jul 26, 2021	SELL	$54.58 - $56.37 $1.28 Million - $1.32 Million	-23,498 Reduced 68.72%	10,695 $601,000
Q1 2021 May 21, 2021	BUY	$53.61 - $55.12 $1.28 Million - $1.32 Million	23,953 Added 233.92%	34,193 $1.86 Million
Q1 2021 May 07, 2021	BUY	$53.61 - $55.12 $548,966 - $564,428	10,240 New	10,240 $559,000

Others Institutions Holding FMHI

# of Institutions

164

Shares Held

10.7M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

1.52M
Shares

$74.4 Million
0.17% of portfolio
Morgan Stanley New York, NY

980K
Shares

$47.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

894K
Shares

$43.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

660K
Shares

$32.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

613K
Shares

$30 Million
0.0% of portfolio

About FIRST TR ETF III MUNICIPAL HIG

Ticker FMHI
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