Yarger Wealth Strategies, LLC First Tr Exchange Traded Fd Fi Transaction History

Yarger Wealth Strategies, LLC

  • $134 Million
  • Q1 2024

A detailed history of Yarger Wealth Strategies, LLC transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 5,524 shares of FXZ stock, worth $354,254. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,524
Previous 5,509 0.27%
Holding current value
$354,254
Previous $379,000 3.96%
% of portfolio
0.29%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$63.57 - $71.34 $953 - $1,070
15 Added 0.27%
5,524 $394,000
Q4 2023

Jan 18, 2024
BUY
$58.78 - $70.0 $1,469 - $1,750
25 Added 0.46%
5,509 $379,000
Q3 2023

Oct 16, 2023
SELL
$61.87 - $68.17 $83,338 - $91,824
-1,347 Reduced 19.72%
5,484 $345,000
Q2 2023

Jul 27, 2023
BUY
$57.64 - $65.59 $2,997 - $3,410
52 Added 0.77%
6,831 $438,000
Q1 2023

Apr 13, 2023
SELL
$60.62 - $71.94 $157,793 - $187,259
-2,603 Reduced 27.74%
6,779 $442,000
Q4 2022

Jan 25, 2023
BUY
$58.11 - $65.39 $2,324 - $2,615
40 Added 0.43%
9,382 $0
Q3 2022

Nov 14, 2022
SELL
$51.73 - $65.56 $69,525 - $88,112
-1,344 Reduced 12.58%
9,342 $485,000
Q2 2022

Aug 12, 2022
SELL
$56.05 - $74.6 $5,324 - $7,086
-95 Reduced 0.88%
10,686 $602,000
Q1 2022

Apr 15, 2022
SELL
$57.51 - $73.35 $58,602 - $74,743
-1,019 Reduced 8.64%
10,781 $772,000
Q4 2021

Feb 15, 2022
BUY
$56.62 - $63.53 $668,116 - $749,654
11,800 New
11,800 $733,000

Others Institutions Holding FXZ

# of Institutions
133
Shares Held
3.75M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD FI

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

Track Yarger Wealth Strategies, LLC Portfolio

Follow Yarger Wealth Strategies, 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 Yarger Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yarger Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email