Investment Planning Advisors, Inc. First Tr Exchange Traded Fd Ii Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 48,764 shares of FMB stock, worth $2.48 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
48,764
Previous 39,949 22.07%
Holding current value
$2.48 Million
Previous $2.08 Million 19.86%
% of portfolio
1.25%
Previous 1.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$50.62 - $52.07 $446,215 - $458,997
8,815 Added 22.07%
48,764 $2.49 Million
Q2 2024

Jul 22, 2024
BUY
$50.47 - $51.43 $2.02 Million - $2.05 Million
39,949 New
39,949 $2.04 Billion

Others Institutions Holding FMB

# of Institutions
308
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

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

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. 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 Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email