A detailed history of Wealth Care Investment Partners, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 48,542 shares of FMB stock, worth $2.5 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
48,542
Previous 48,515 0.06%
Holding current value
$2.5 Million
Previous $2.48 Million 1.82%
% of portfolio
1.15%
Previous 1.2%

Shares

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

Oct 08, 2024

BUY
$51.0 - $52.05 $1,377 - $1,405
27 Added 0.06%
48,542 $2.52 Million
Q2 2024

Jul 18, 2024

BUY
$50.47 - $51.43 $29,979 - $30,549
594 Added 1.24%
48,515 $2.48 Million
Q1 2024

Apr 15, 2024

SELL
$51.0 - $51.74 $9,333 - $9,468
-183 Reduced 0.38%
47,921 $2.46 Million
Q4 2023

Jan 18, 2024

BUY
$48.08 - $51.69 $15,722 - $16,902
327 Added 0.68%
48,104 $2.49 Million
Q3 2023

Oct 10, 2023

BUY
$48.81 - $50.98 $29,822 - $31,148
611 Added 1.3%
47,777 $2.34 Million
Q2 2023

Jul 13, 2023

BUY
$49.86 - $51.44 $610,386 - $629,728
12,242 Added 35.05%
47,166 $2.39 Million
Q1 2023

Apr 10, 2023

BUY
$50.21 - $51.59 $1.19 Million - $1.23 Million
23,787 Added 213.59%
34,924 $1.78 Million
Q4 2022

Jan 19, 2023

SELL
$48.2 - $50.76 $929,874 - $979,261
-19,292 Reduced 63.4%
11,137 $0
Q3 2022

Oct 17, 2022

BUY
$48.72 - $51.97 $53,494 - $57,063
1,098 Added 3.74%
30,429 $1.48 Million
Q2 2022

Jul 18, 2022

BUY
$50.1 - $53.11 $707,311 - $749,806
14,118 Added 92.8%
29,331 $1.48 Million
Q1 2022

Apr 14, 2022

BUY
$52.95 - $56.95 $245,793 - $264,361
4,642 Added 43.91%
15,213 $796,000
Q4 2021

Feb 07, 2022

BUY
$56.42 - $57.05 $596,415 - $603,075
10,571 New
10,571 $602,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


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

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, 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 Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.