A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 40,132 shares of FXD stock, worth $2.63 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
40,132
Previous 39,848 0.71%
Holding current value
$2.63 Million
Previous $2.39 Million 6.37%
% of portfolio
0.93%
Previous 1.0%

Shares

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

Oct 18, 2024

BUY
$56.55 - $63.72 $16,060 - $18,096
284 Added 0.71%
40,132 $2.54 Million
Q2 2024

Jul 18, 2024

BUY
$58.3 - $64.09 $23,494 - $25,828
403 Added 1.02%
39,848 $2.39 Million
Q1 2024

Apr 23, 2024

BUY
$56.49 - $64.54 $66,997 - $76,544
1,186 Added 3.1%
39,445 $2.55 Million
Q4 2023

Jan 22, 2024

SELL
$46.79 - $59.42 $29,384 - $37,315
-628 Reduced 1.61%
38,259 $2.26 Million
Q3 2023

Oct 23, 2023

BUY
$49.94 - $58.14 $75,059 - $87,384
1,503 Added 4.02%
38,887 $1.98 Million
Q2 2023

Aug 08, 2023

BUY
$49.26 - $55.21 $956,235 - $1.07 Million
19,412 Added 108.01%
37,384 $2.06 Million
Q1 2023

Apr 24, 2023

BUY
$48.15 - $56.93 $865,351 - $1.02 Million
17,972 New
17,972 $933,000
Q2 2022

Jul 29, 2022

SELL
$43.78 - $55.49 $1.59 Million - $2.02 Million
-36,360 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$51.73 - $62.62 $442,550 - $535,714
8,555 Added 30.77%
36,360 $1.98 Million
Q4 2021

Feb 09, 2022

BUY
$58.25 - $65.57 $24,814 - $27,932
426 Added 1.56%
27,805 $1.73 Million
Q3 2021

Nov 10, 2021

BUY
$58.02 - $62.89 $12,068 - $13,081
208 Added 0.77%
27,379 $1.62 Million
Q2 2021

Aug 02, 2021

SELL
$58.03 - $61.76 $195,793 - $208,378
-3,374 Reduced 11.05%
27,171 $1.67 Million
Q1 2021

Apr 26, 2021

SELL
$49.96 - $61.06 $19,884 - $24,301
-398 Reduced 1.29%
30,545 $1.78 Million
Q4 2020

Feb 02, 2021

BUY
$42.4 - $51.13 $1.31 Million - $1.58 Million
30,943 New
30,943 $1.57 Million

Others Institutions Holding FXD

About FIRST TR EXCHANGE-TRADED FD


  • Ticker FXD
  • Sector ETFs
  • Industry ETFs
More about FXD
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.