Ica Group Wealth Management, LLC First Trust Us Equity Opportun Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 5,324 shares of FPX stock, worth $836,986. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,324
Previous 5,324 -0.0%
Holding current value
$836,986
Previous $563,000 6.22%
% of portfolio
0.32%
Previous 0.11%

Shares

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

May 14, 2024
BUY
$90.56 - $106.61 $5,161 - $6,076
57 Added 1.08%
5,324 $563,000
Q4 2023

Mar 07, 2024
BUY
$76.32 - $97.15 $53,958 - $68,685
707 Added 15.5%
5,267 $505,000
Q3 2023

Nov 13, 2023
BUY
$81.38 - $95.44 $371,092 - $435,206
4,560 New
4,560 $382,000
Q4 2022

Feb 14, 2023
BUY
$77.07 - $87.65 $0 - $0
0 New
0 $0

Others Institutions Holding FPX

# of Institutions
222
Shares Held
3.67M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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

Track Ica Group Wealth Management, LLC Portfolio

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

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email