Spire Wealth Management First Tr Exche Trd Fd Vi Dorse Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$32.08 - $33.61 $132,939 - $139,279	-4,144 Reduced 98.78%	51 $1,000
Q1 2023 May 09, 2023	BUY	$31.56 - $36.06 $631 - $721	20 Added 0.48%	4,195 $138,000
Q4 2022 Feb 03, 2023	SELL	$34.28 - $35.8 $101,331 - $105,824	-2,956 Reduced 41.45%	4,175 $146,000
Q3 2022 Nov 07, 2022	SELL	$32.84 - $36.73 $107,879 - $120,658	-3,285 Reduced 31.54%	7,131 $238,000
Q2 2022 Jul 22, 2022	SELL	$33.61 - $37.67 $604 - $678	-18 Reduced 0.17%	10,416 $353,000
Q1 2022 Apr 18, 2022	SELL	$34.48 - $38.51 $9,723 - $10,859	-282 Reduced 2.63%	10,434 $382,000
Q4 2021 Jan 14, 2022	BUY	$34.99 - $39.57 $104 - $118	3 Added 0.03%	10,716 $405,000
Q3 2021 Oct 22, 2021	SELL	$34.63 - $37.15 $231,882 - $248,756	-6,696 Reduced 38.46%	10,713 $377,000
Q1 2021 May 21, 2021	BUY	$30.61 - $34.59 $532,889 - $602,177	17,409 New	17,409 $595,000

Others Institutions Holding FVC

# of Institutions

54

Shares Held

2.68M

Call Options Held

0

Put Options Held

0

About FIRST TR EXCHE-TRD FD VI DORSE

Ticker FVC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.