Steel Peak Wealth Management LLC First Tr Enhanced Traded Fd Iv Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 3,941 shares of FTSM stock, worth $236,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,941
Previous 3,936 0.13%
Holding current value
$236,144
Previous $234,000 0.43%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$59.61 - $60.15 $298 - $300
5 Added 0.13%
3,941 $235,000
Q2 2024

Jul 16, 2024
BUY
$59.55 - $59.81 $234,388 - $235,412
3,936 New
3,936 $234,000
Q4 2022

Jan 25, 2023
SELL
$59.27 - $59.6 $338,076 - $339,958
-5,704 Reduced 49.45%
5,830 $0
Q3 2022

Oct 26, 2022
SELL
$59.32 - $59.5 $5,932 - $5,950
-100 Reduced 0.86%
11,534 $685,000
Q2 2022

Aug 02, 2022
SELL
$59.38 - $59.57 $27,196 - $27,283
-458 Reduced 3.79%
11,634 $691,000
Q1 2022

May 10, 2022
SELL
$59.48 - $59.8 $13,085 - $13,156
-220 Reduced 1.79%
12,092 $720,000
Q4 2021

Jan 31, 2022
BUY
$59.79 - $59.95 $736,134 - $738,104
12,312 New
12,312 $736,000
Q1 2021

May 18, 2021
SELL
$59.97 - $60.06 $428,605 - $429,248
-7,147 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$60.02 - $60.09 $175,078 - $175,282
2,917 Added 68.96%
7,147 $429,000
Q3 2020

Oct 26, 2020
BUY
$60.0 - $60.11 $253,800 - $254,265
4,230 New
4,230 $254,000

Others Institutions Holding FTSM

# of Institutions
424
Shares Held
82.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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