Wealthpoint, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Wealthpoint, LLC holds 11,838 shares of DEED stock, worth $258,068. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,838

Previous 14,289 17.15%

Holding current value

$258,068

Previous $305,000 22.62%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$19.97 - $21.34 $48,946 - $52,304	-2,451 Reduced 17.15%	11,838 $236,000
Q2 2023 Jul 24, 2023	SELL	$21.14 - $21.92 $215,162 - $223,101	-10,178 Reduced 41.6%	14,289 $305,000
Q1 2023 Apr 20, 2023	SELL	$21.0 - $22.1 $217,896 - $229,309	-10,376 Reduced 29.78%	24,467 $531,000
Q4 2022 Jan 24, 2023	SELL	$20.43 - $21.75 $191,040 - $203,384	-9,351 Reduced 21.16%	34,843 $0
Q3 2022 Oct 18, 2022	SELL	$21.26 - $23.46 $132,258 - $145,944	-6,221 Reduced 12.34%	44,194 $949,000
Q2 2022 Jul 18, 2022	BUY	$22.27 - $24.14 $29,641 - $32,130	1,331 Added 2.71%	50,415 $1.15 Million
Q1 2022 Apr 27, 2022	BUY	$24.06 - $25.68 $109,400 - $116,766	4,547 Added 10.21%	49,084 $1.19 Million
Q4 2021 Feb 11, 2022	BUY	$25.65 - $25.96 $860,583 - $870,983	33,551 Added 305.4%	44,537 $1.15 Million
Q3 2021 Nov 01, 2021	BUY	$25.86 - $26.11 $284,097 - $286,844	10,986 New	10,986 $285,000

Others Institutions Holding DEED

# of Institutions

Shares Held

2.41M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCH TRD FD VIII FIRS

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