San Luis Wealth Advisors LLC First Tr Enhanced Traded Fd Iv Transaction History

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025

A detailed history of San Luis Wealth Advisors LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 6,068 shares of FTSM stock, worth $363,655. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,068
Previous 7,146 15.09%
Holding current value
$363,655
Previous $427,000 14.99%
% of portfolio
0.08%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$59.78 - $60.03 $64,442 - $64,712
-1,078 Reduced 15.09%
6,068 $363,000
Q4 2024

Jan 14, 2025
SELL
$59.74 - $60.03 $260,048 - $261,310
-4,353 Reduced 37.86%
7,146 $427,000
Q3 2024

Oct 09, 2024
BUY
$59.61 - $60.15 $72,545 - $73,202
1,217 Added 11.84%
11,499 $688,000
Q2 2024

Jul 12, 2024
SELL
$59.55 - $59.81 $1.53 Million - $1.54 Million
-25,765 Reduced 71.48%
10,282 $613,000
Q1 2024

Apr 11, 2024
SELL
$59.62 - $59.91 $7.33 Million - $7.36 Million
-122,894 Reduced 77.32%
36,047 $2.15 Million
Q4 2023

Jan 17, 2024
SELL
$59.43 - $59.85 $4.71 Million - $4.75 Million
-79,326 Reduced 33.29%
158,941 $9.48 Million
Q3 2023

Oct 31, 2023
BUY
$59.42 - $59.69 $2.82 Million - $2.83 Million
47,446 Added 24.86%
238,267 $14.2 Million
Q2 2023

Aug 02, 2023
BUY
$59.41 - $59.73 $11.3 Million - $11.4 Million
190,821 New
190,821 $11.3 Million

Others Institutions Holding FTSM

# of Institutions
469
Shares Held
84.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ENHANCED TRADED FD IV

FTSM Quotes by TradingView
  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
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