Wealth Management Partners, LLC First Tr Multi Cap Growth Alph Transaction History

Wealth Management Partners, LLC

$213 Million
Q3 2024

A detailed history of Wealth Management Partners, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Wealth Management Partners, LLC holds 21,857 shares of FAD stock, worth $3.24 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

21,857

Previous 21,910 0.24%

Holding current value

$3.24 Million

Previous $2.7 Million 8.27%

% of portfolio

1.37%

Previous 1.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$118.04 - $133.6 $6,256 - $7,080	-53 Reduced 0.24%	21,857 $2.92 Million
Q2 2024 Jul 12, 2024	BUY	$114.61 - $124.72 $7,678 - $8,356	67 Added 0.31%	21,910 $2.7 Million
Q1 2024 Apr 12, 2024	BUY	$108.58 - $124.6 $1,520 - $1,744	14 Added 0.06%	21,843 $2.72 Million
Q4 2023 Jan 10, 2024	SELL	$92.91 - $113.46 $25,457 - $31,088	-274 Reduced 1.24%	21,829 $2.45 Million
Q3 2023 Oct 24, 2023	BUY	$98.45 - $109.56 $2.18 Million - $2.42 Million	22,103 New	22,103 $2.21 Million

Others Institutions Holding FAD

# of Institutions

Shares Held

1.23M

Call Options Held

Put Options Held

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About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

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Wealth Management Partners, LLC First Tr Multi Cap Growth Alph Transaction History