Schwallier Wealth Management LLC First Trust Capital Strength E Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 2024

A detailed history of Schwallier Wealth Management LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,700 shares of FTCS stock, worth $961,073. This represents 0.73% of its overall portfolio holdings.

Number of Shares
10,700
Previous 11,533 7.22%
Holding current value
$961,073
Previous $988 Million 8.97%
% of portfolio
0.73%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$81.48 - $85.58 $67,872 - $71,288
-833 Reduced 7.22%
10,700 $899 Million
Q1 2024

May 14, 2024
SELL
$79.51 - $85.66 $16,538 - $17,817
-208 Reduced 1.77%
11,533 $988 Million
Q4 2023

Feb 14, 2024
BUY
$71.38 - $80.32 $838,072 - $943,037
11,741 New
11,741 $940 Million

Others Institutions Holding FTCS

# of Institutions
499
Shares Held
64.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST CAPITAL STRENGTH E

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

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management 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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email