Spire Wealth Management First Tr Exchange Traded Fd Fi Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Spire Wealth Management holds 7,155 shares of FXZ stock, worth $401,753. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,155

Previous 7,155 -0.0%

Holding current value

$401,753

Previous $463,000 3.46%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$58.78 - $70.0 $8,817 - $10,500	-150 Reduced 2.05%	7,155 $493,000
Q3 2023 Nov 08, 2023	SELL	$61.87 - $68.17 $556 - $613	-9 Reduced 0.12%	7,305 $460,000
Q2 2023 Aug 09, 2023	SELL	$57.64 - $65.59 $345 - $393	-6 Reduced 0.08%	7,314 $469,000
Q1 2023 May 09, 2023	BUY	$60.62 - $71.94 $37,038 - $43,955	611 Added 9.11%	7,320 $478,000
Q4 2022 Feb 03, 2023	BUY	$53.53 - $65.39 $205,929 - $251,555	3,847 Added 134.42%	6,709 $407,000
Q3 2022 Nov 07, 2022	SELL	$50.77 - $65.56 $432,509 - $558,505	-8,519 Reduced 74.85%	2,862 $148,000
Q2 2022 Jul 22, 2022	SELL	$56.05 - $74.6 $402,607 - $535,851	-7,183 Reduced 38.69%	11,381 $643,000
Q1 2022 Apr 18, 2022	SELL	$57.51 - $73.35 $17,310 - $22,078	-301 Reduced 1.6%	18,564 $1.33 Million
Q4 2021 Jan 14, 2022	SELL	$56.62 - $63.53 $243,182 - $272,861	-4,295 Reduced 18.54%	18,865 $1.17 Million
Q3 2021 Oct 22, 2021	BUY	$53.74 - $59.94 $136,392 - $152,127	2,538 Added 12.31%	23,160 $1.3 Million
Q2 2021 Jul 26, 2021	BUY	$55.43 - $63.15 $411,179 - $468,446	7,418 Added 56.18%	20,622 $1.19 Million
Q1 2021 May 21, 2021	BUY	$47.5 - $55.65 $627,190 - $734,802	13,204 New	13,204 $720,000

Others Institutions Holding FXZ

# of Institutions

124

Shares Held

3.09M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXZ
Sector ETFs
Industry ETFs

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Spire Wealth Management First Tr Exchange Traded Fd Fi Transaction History