A detailed history of Summit Wealth Partners, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 24,585 shares of FMB stock, worth $1.25 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
24,585
Previous 25,218 2.51%
Holding current value
$1.25 Million
Previous $1.29 Billion 0.79%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Oct 28, 2024

SELL
$51.0 - $52.05 $32,283 - $32,947
-633 Reduced 2.51%
24,585 $1.28 Billion
Q4 2023

Sep 11, 2024

SELL
$48.08 - $51.69 $6,490 - $6,978
-135 Reduced 0.53%
25,218 $1.3 Billion
Q3 2023

Sep 11, 2024

BUY
$48.81 - $50.98 $14,350 - $14,988
294 Added 1.17%
25,353 $1.24 Billion
Q2 2023

Sep 11, 2024

BUY
$49.86 - $51.44 $117,470 - $121,192
2,356 Added 10.38%
25,059 $1.27 Billion
Q1 2023

Sep 11, 2024

SELL
$50.21 - $51.59 $77,674 - $79,809
-1,547 Reduced 6.38%
22,703 $1.16 Billion
Q4 2022

Sep 11, 2024

BUY
$48.2 - $50.76 $676,969 - $712,924
14,045 Added 137.63%
24,250 $1.22 Billion
Q3 2022

Sep 11, 2024

SELL
$48.72 - $51.97 $160,386 - $171,085
-3,292 Reduced 24.39%
10,205 $497 Million
Q2 2022

Sep 11, 2024

BUY
$50.1 - $53.11 $52,304 - $55,446
1,044 Added 8.38%
13,497 $683 Million
Q1 2022

Sep 11, 2024

SELL
$52.95 - $56.95 $9,742 - $10,478
-184 Reduced 1.46%
12,453 $661 Million
Q4 2021

Sep 10, 2024

BUY
$56.42 - $57.05 $172,306 - $174,230
3,054 Added 31.87%
12,637 $720 Million
Q3 2021

Sep 10, 2024

BUY
$56.78 - $57.81 $210,369 - $214,186
3,705 Added 63.03%
9,583 $544 Million
Q2 2021

Sep 10, 2024

BUY
$56.49 - $57.55 $83,605 - $85,174
1,480 Added 33.65%
5,878 $337 Million
Q1 2021

Sep 10, 2024

BUY
$56.08 - $57.38 $246,639 - $252,357
4,398 New
4,398 $248 Million

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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