Willner & Heller, LLC First Tr Exchange Traded Fd Fi Transaction History

Willner & Heller, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$64.71 - $72.04 $163,781 - $182,333	-2,531 Reduced 36.42%	4,418 $286,000
Q1 2024 Jul 19, 2024	BUY	$63.57 - $71.34 $16,337 - $18,334	257 Added 3.84%	6,949 $495,000
Q4 2023 Mar 06, 2024	BUY	$58.78 - $70.0 $18,221 - $21,700	310 Added 4.86%	6,692 $461,000
Q4 2022 Feb 14, 2023	BUY	$53.53 - $65.39 $56,795 - $69,378	1,061 Added 19.94%	6,382 $386,000
Q3 2022 Oct 24, 2022	BUY	$50.77 - $65.56 $85,801 - $110,796	1,690 Added 46.54%	5,321 $276,000
Q2 2022 Jul 22, 2022	BUY	$56.05 - $74.6 $203,517 - $270,872	3,631 New	3,631 $205,000

125

3.1M

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

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