A detailed history of Wheelhouse Advisory Group LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 8,815 shares of FMB stock, worth $448,242. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,815
Previous 9,048 2.58%
Holding current value
$448,242
Previous $462 Million 0.95%
% of portfolio
0.29%
Previous 0.33%

Shares

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

Oct 29, 2024

SELL
$51.0 - $52.05 $11,883 - $12,127
-233 Reduced 2.58%
8,815 $458 Million
Q2 2024

Jul 18, 2024

SELL
$50.47 - $51.43 $48,097 - $49,012
-953 Reduced 9.53%
9,048 $462 Million
Q1 2024

Apr 23, 2024

SELL
$51.0 - $51.74 $65,382 - $66,330
-1,282 Reduced 11.36%
10,001 $514 Million
Q4 2023

Jan 31, 2024

BUY
$48.08 - $51.69 $542,486 - $583,218
11,283 New
11,283 $583 Million

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


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

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group 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 Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.