Institute For Wealth Management, Llc. First Tr Lge Cap Growth Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,896 shares of FTC stock, worth $255,163. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,896
Previous 1,913 0.89%
Holding current value
$255,163
Previous $235,000 1.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 25, 2024
SELL
$113.42 - $123.87 $1,928 - $2,105
-17 Reduced 0.89%
1,896 $232,000
Q4 2023

Jan 31, 2024
BUY
$91.56 - $110.04 $175,154 - $210,506
1,913 New
1,913 $209,000
Q2 2022

Jul 25, 2022
SELL
$85.37 - $107.56 $169,032 - $212,968
-1,980 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$96.28 - $110.18 $9,435 - $10,797
-98 Reduced 4.72%
1,980 $217,000
Q4 2020

Feb 01, 2021
BUY
$82.44 - $98.61 $171,310 - $204,911
2,078 New
2,078 $201,000

Others Institutions Holding FTC

# of Institutions
197
Shares Held
6.57M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LGE CAP GROWTH

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

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email