Td Private Client Wealth LLC First Tr Exchange Traded Fd Iv Transaction History

Td Private Client Wealth LLC

$3.58 Trillion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 16, 2024	SELL	$30.98 - $32.66 $236,594 - $249,424	-7,637 Closed	0 $0
Q1 2023 Aug 16, 2024	SELL	$30.98 - $33.27 $97,153 - $104,334	-3,136 Reduced 29.11%	7,637 $244 Million
Q4 2022 Aug 16, 2024	BUY	$30.71 - $33.0 $216,720 - $232,881	7,057 Added 189.91%	10,773 $341 Million
Q3 2022 Aug 16, 2024	BUY	$31.15 - $34.83 $115,753 - $129,428	3,716 New	3,716 $116 Million
Q2 2022 Aug 16, 2024	SELL	$31.24 - $39.02 $603,244 - $753,476	-19,310 Closed	0 $0
Q1 2022 Aug 16, 2024	SELL	$35.7 - $41.46 $2.87 Million - $3.33 Million	-80,335 Reduced 80.62%	19,310 $748 Million
Q4 2021 Aug 16, 2024	BUY	$41.36 - $53.89 $4.12 Million - $5.37 Million	99,645 New	99,645 $4.13 Billion

Others Institutions Holding FCVT

# of Institutions

54

Shares Held

1.66M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

305K
Shares

$11.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

175K
Shares

$6.67 Million
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

149K
Shares

$5.69 Million
0.15% of portfolio
Coppell Advisory Solutions Corp. Coppell, TX

121K
Shares

$4.61 Million
0.78% of portfolio
Morgan Stanley New York, NY

103K
Shares

$3.92 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRADED FD IV

Ticker FCVT
Sector ETFs
Industry ETFs

More about FCVT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Private Client Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Private Client Wealth LLC with notifications on news.