Tempus Wealth Planning, LLC First Trust Water ETF Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 1,858 shares of FIW stock, worth $204,714. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,858

Holding current value

$204,714

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$98.0 - $109.33 $182,084 - $203,135	1,858 New	1,858 $203,000

Others Institutions Holding FIW

# of Institutions

290

Shares Held

8.19M

Call Options Held

2.9K

Put Options Held

3.3K

Morgan Stanley New York, NY

1.09M
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

695K
Shares

$76.5 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

507K
Shares

$55.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

397K
Shares

$43.8 Million
0.0% of portfolio
Ubs Group Ag

346K
Shares

$38.2 Million
0.01% of portfolio

View Full List

About FIRST TRUST WATER ETF

Ticker FIW
Sector ETFs
Industry ETFs

More about FIW

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Tempus Wealth Planning, LLC First Trust Water ETF Transaction History