A detailed history of Vital Stone Financial, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Vital Stone Financial, LLC holds 4,962 shares of FTSM stock, worth $296,181. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,962
Previous 6,038 17.82%
Holding current value
$296,181
Previous $360,000 17.78%
% of portfolio
0.23%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$59.62 - $59.91 $64,151 - $64,463
-1,076 Reduced 17.82%
4,962 $296,000
Q4 2023

Feb 14, 2024

SELL
$59.43 - $59.85 $14,916 - $15,022
-251 Reduced 3.99%
6,038 $360,000
Q3 2023

Nov 15, 2023

SELL
$59.42 - $59.69 $30,482 - $30,620
-513 Reduced 7.54%
6,289 $374,000
Q2 2023

Aug 21, 2023

BUY
$59.41 - $59.73 $404,106 - $406,283
6,802 New
6,802 $405,000
Q4 2022

Jan 30, 2023

BUY
$59.27 - $59.6 $199,325 - $200,434
3,363 New
3,363 $199 Million

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


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

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.