Plante Moran Financial Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 18,000 shares of FMB stock, worth $915,660. This represents 0.08% of its overall portfolio holdings.

Number of Shares

18,000

Previous 5,045 256.79%

Holding current value

$915,660

Previous $262,000 250.38%

% of portfolio

0.08%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$50.62 - $52.07 $655,782 - $674,566	12,955 Added 256.79%	18,000 $918,000
Q2 2024 Aug 12, 2024	BUY	$50.47 - $51.43 $23,922 - $24,377	474 Added 10.37%	5,045 $257,000
Q1 2024 May 09, 2024	BUY	$51.0 - $51.74 $233,121 - $236,503	4,571 New	4,571 $234,000
Q1 2020 May 07, 2020	SELL	$49.3 - $57.28 $85,683 - $99,552	-1,738 Reduced 28.4%	4,382 $237,000
Q4 2019 Feb 14, 2020	SELL	$55.13 - $55.99 $337,395 - $342,658	-6,120 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$54.78 - $56.2 $10,956 - $11,240	-200 Reduced 3.16%	6,120 $340,000
Q2 2019 Aug 13, 2019	BUY	$53.63 - $54.78 $10,726 - $10,956	200 Added 3.27%	6,320 $346,000
Q4 2018 Jan 29, 2019	BUY	$51.54 - $52.67 $193,275 - $197,512	3,750 Added 158.23%	6,120 $322,000
Q2 2018 Jul 26, 2018	BUY	$52.09 - $52.79 $36,463 - $36,953	700 Added 41.92%	2,370 $125,000
Q3 2017 Nov 08, 2017	BUY	$53.22 - $53.36 $88,877 - $89,111	1,670	1,670 $89,000

Others Institutions Holding FMB

# of Institutions

328

Shares Held

31.6M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
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Plante Moran Financial Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History