Willner & Heller, LLC First Tr Enhanced Traded Fd Iv Transaction History

Willner & Heller, LLC

  • $110 Million
  • Q4 2024

A detailed history of Willner & Heller, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Willner & Heller, LLC holds 15,204 shares of FTSM stock, worth $909,959. This represents 0.82% of its overall portfolio holdings.

Number of Shares
15,204
Previous 17,680 14.0%
Holding current value
$909,959
Previous $1.06 Million 14.18%
% of portfolio
0.82%
Previous 0.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$59.74 - $60.03 $147,916 - $148,634
-2,476 Reduced 14.0%
15,204 $908,000
Q3 2024

Oct 10, 2024
SELL
$59.61 - $60.15 $84,109 - $84,871
-1,411 Reduced 7.39%
17,680 $1.06 Million
Q2 2024

Jul 19, 2024
BUY
$59.55 - $59.81 $14,113 - $14,174
237 Added 1.26%
19,091 $1.14 Million
Q1 2024

Jul 19, 2024
BUY
$59.62 - $59.91 $359,687 - $361,437
6,033 Added 47.06%
18,854 $1.12 Million
Q4 2023

Mar 06, 2024
BUY
$59.43 - $59.85 $761,952 - $767,336
12,821 New
12,821 $764,000

Others Institutions Holding FTSM

# of Institutions
463
Shares Held
85.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email