Zhang Financial LLC First Trust Water ETF Transaction History

Zhang Financial LLC

$1.57 Billion
Q3 2024

A detailed history of Zhang Financial LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Zhang Financial LLC holds 2,133 shares of FIW stock, worth $235,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,133

Holding current value

$235,013

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$98.0 - $109.33 $209,034 - $233,200	2,133 New	2,133 $233,000

Others Institutions Holding FIW

# of Institutions

290

Shares Held

8.19M

Call Options Held

2.9K

Put Options Held

3.3K

Morgan Stanley New York, NY

1.09M
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

695K
Shares

$76.5 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

507K
Shares

$55.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

397K
Shares

$43.8 Million
0.0% of portfolio
Ubs Group Ag

346K
Shares

$38.2 Million
0.01% of portfolio

View Full List

About FIRST TRUST WATER ETF

Ticker FIW
Sector ETFs
Industry ETFs

More about FIW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Zhang Financial LLC with notifications on news.

Account