Strait & Sound Wealth Management LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025
Number of Shares
61,470
Previous 47,179 30.29%
Holding current value
$1.25 Billion
Previous $920 Million 35.64%
% of portfolio
0.58%
Previous 0.43%

Shares

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

May 15, 2025
BUY
N/A
14,291 Added 30.29%
61,470 $1.25 Billion
Q4 2024

Feb 18, 2025
BUY
N/A
6,671 Added 16.47%
47,179 $920 Million
Q3 2024

Nov 15, 2024
BUY
N/A
17,430 Added 75.53%
40,508 $784 Million
Q2 2024

Aug 13, 2024
BUY
N/A
23,078 New
23,078 $429 Million
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