Wealth Effects LLC First Tr Exchange Traded Fd Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Wealth Effects LLC holds 18,000 shares of FCG stock, worth $452,700. This represents 0.17% of its overall portfolio holdings.

Number of Shares
18,000
Previous 10,725 67.83%
Holding current value
$452,700
Previous $254,000 74.41%
% of portfolio
0.17%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.98 - $26.48 $167,179 - $192,642
7,275 Added 67.83%
18,000 $443,000
Q3 2024

Oct 21, 2024
BUY
$23.05 - $27.24 $247,211 - $292,149
10,725 New
10,725 $254,000

Others Institutions Holding FCG

# of Institutions
121
Shares Held
9.07M
Call Options Held
28.3K
Put Options Held
19.3K
View Full List

About FIRST TR EXCHANGE-TRADED FD

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

Track Wealth Effects LLC Portfolio

Follow Wealth Effects 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 Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email