Strategic Family Wealth Counselors, L.L.C. ETF Ser Solutions Defiance Nex Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in ETF Ser Solutions Defiance Nex stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 10,382 shares of FIVG stock, worth $440,923. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,382
Previous 13,509 23.15%
Holding current value
$440,923
Previous $484,000 16.32%
% of portfolio
0.16%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$34.4 - $40.37 $107,568 - $126,236
-3,127 Reduced 23.15%
10,382 $405,000
Q4 2023

Jan 29, 2024
BUY
$28.82 - $36.11 $1,152 - $1,444
40 Added 0.3%
13,509 $484,000
Q3 2023

Nov 13, 2023
BUY
$30.65 - $34.46 $42,910 - $48,244
1,400 Added 11.6%
13,469 $420,000
Q2 2023

Aug 10, 2023
BUY
$29.87 - $33.86 $21,088 - $23,905
706 Added 6.21%
12,069 $406,000
Q1 2023

May 15, 2023
BUY
$29.95 - $34.23 $16,472 - $18,826
550 Added 5.09%
11,363 $372,000
Q4 2022

Jan 25, 2023
BUY
$29.13 - $32.43 $33,936 - $37,780
1,165 Added 12.08%
10,813 $0
Q3 2022

Nov 10, 2022
BUY
N/A
723 Added 8.1%
9,648 $275,000
Q2 2022

Aug 11, 2022
BUY
N/A
247 Added 2.85%
8,925 $281,000
Q1 2022

May 04, 2022
BUY
N/A
287 Added 3.42%
8,678 $326,000
Q4 2021

Feb 08, 2022
BUY
N/A
1,808 Added 27.46%
8,391 $350,000
Q3 2021

Nov 09, 2021
BUY
N/A
6,583 New
6,583 $239,000

Others Institutions Holding FIVG

# of Institutions
171
Shares Held
2.96M
Call Options Held
15.9K
Put Options Held
0
View Full List

About ETF SER SOLUTIONS DEFIANCE NEX

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