Willner & Heller, LLC First Tr Multi Cap Growth Alph Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Willner & Heller, LLC holds 4,033 shares of FAD stock, worth $499,487. This represents 0.52% of its overall portfolio holdings.

Number of Shares
4,033
Previous 3,088 30.6%
Holding current value
$499,487
Previous $292,000 54.79%
% of portfolio
0.52%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
BUY
$92.91 - $113.46 $87,799 - $107,219
945 Added 30.6%
4,033 $452,000
Q4 2022

Feb 14, 2023
BUY
$93.32 - $101.95 $288,172 - $314,821
3,088 New
3,088 $292,000

Others Institutions Holding FAD

# of Institutions
58
Shares Held
833K
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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