Us Advisors Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 7,242 shares of FEX stock, worth $789,812. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,242
Previous 7,242 -0.0%
Holding current value
$789,812
Previous $702,000 7.12%
% of portfolio
0.26%
Previous 0.25%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$93.69 - $98.85 $79,168 - $83,528
-845 Reduced 10.45%
7,242 $702,000
Q1 2024

May 02, 2024
BUY
$88.44 - $99.24 $353 - $396
4 Added 0.05%
8,087 $800,000
Q4 2023

Feb 12, 2024
SELL
$76.85 - $90.58 $4.53 Million - $5.34 Million
-58,981 Reduced 87.95%
8,083 $728,000
Q3 2023

Nov 09, 2023
BUY
$80.42 - $87.5 $638,534 - $694,750
7,940 Added 13.43%
67,064 $5.44 Million
Q2 2023

Aug 01, 2023
SELL
$77.71 - $84.01 $818,830 - $885,213
-10,537 Reduced 15.13%
59,124 $4.99 Million
Q1 2023

Apr 13, 2023
SELL
$76.64 - $86.44 $255,211 - $287,845
-3,330 Reduced 4.56%
69,661 $5.61 Million
Q4 2022

Feb 10, 2023
SELL
$73.15 - $84.99 $160,198 - $186,128
-2,190 Reduced 2.91%
72,991 $5.84 Million
Q3 2022

Nov 14, 2022
SELL
$72.22 - $85.49 $49,254 - $58,304
-682 Reduced 0.9%
75,181 $5.43 Million
Q2 2022

Aug 12, 2022
SELL
$74.38 - $89.47 $599,874 - $721,575
-8,065 Reduced 9.61%
75,863 $5.77 Million
Q1 2022

Jun 08, 2022
SELL
$82.76 - $92.23 $740,867 - $825,642
-8,952 Reduced 9.64%
83,928 $7.41 Million
Q4 2021

Feb 14, 2022
BUY
$85.05 - $92.98 $78,416 - $85,727
922 Added 1.0%
92,880 $8.58 Million
Q3 2021

Nov 03, 2021
BUY
$83.64 - $90.11 $810,387 - $873,075
9,689 Added 11.78%
91,958 $7.84 Million
Q2 2021

Aug 09, 2021
SELL
$81.03 - $86.09 $492,662 - $523,427
-6,080 Reduced 6.88%
82,269 $7.06 Million
Q1 2021

May 11, 2021
BUY
$72.33 - $80.81 $6.39 Million - $7.14 Million
88,349 New
88,349 $7.08 Million

Others Institutions Holding FEX

# of Institutions
222
Shares Held
7.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

FEX Quotes by TradingView
  • Ticker FEX
  • Sector ETFs
  • Industry ETFs
More about FEX
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors 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 Us Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email