Wr Wealth Planners, LLC First Tr Enhanced Traded Fd Iv Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 12,434 shares of FTSM stock, worth $745,169. This represents 0.21% of its overall portfolio holdings.

Number of Shares

12,434

Previous 12,852 3.25%

Holding current value

$745,169

Previous $765,000 2.75%

% of portfolio

0.21%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$59.61 - $60.15 $24,916 - $25,142	-418 Reduced 3.25%	12,434 $744,000
Q2 2024 Jul 31, 2024	SELL	$59.55 - $59.81 $134,047 - $134,632	-2,251 Reduced 14.9%	12,852 $765,000
Q1 2024 Jul 31, 2024	SELL	$59.62 - $59.91 $27,842 - $27,977	-467 Reduced 3.0%	15,103 $900,000
Q4 2023 Jul 30, 2024	BUY	$59.43 - $59.85 $925,325 - $931,864	15,570 New	15,570 $928,000
Q3 2023 Aug 01, 2024	BUY	$59.42 - $59.69 $14,617 - $14,683	246 Added 1.59%	15,723 $934 Million
Q2 2023 Aug 01, 2024	BUY	$59.41 - $59.73 $155,951 - $156,791	2,625 Added 20.42%	15,477 $920 Million
Q1 2023 Aug 01, 2024	BUY	$59.44 - $59.7 $1.33 Million - $1.33 Million	22,320 Added 173.67%	35,172 $2.09 Billion
Q4 2022 Oct 10, 2024	BUY	$59.27 - $59.6 $43,030 - $43,269	726 Added 5.65%	13,578 $807 Million

Others Institutions Holding FTSM

# of Institutions

423

Shares Held

82.3M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC First Tr Enhanced Traded Fd Iv Transaction History