Spire Wealth Management First Trust Multi Asset Divers Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$15.25 - $15.99 $10,095 - $10,585	-662 Reduced 20.48%	2,571 $40,000
Q4 2023 Feb 06, 2024	BUY	$14.12 - $15.72 $11,550 - $12,858	818 Added 33.87%	3,233 $50,000
Q3 2023 Nov 08, 2023	BUY	$14.41 - $15.27 $2,420 - $2,565	168 Added 7.48%	2,415 $35,000
Q2 2023 Aug 09, 2023	SELL	$14.11 - $14.79 $5,644 - $5,916	-400 Reduced 15.11%	2,247 $32,000
Q1 2023 May 09, 2023	BUY	$14.05 - $16.25 $28,760 - $33,263	2,047 Added 341.17%	2,647 $38,000
Q4 2022 Feb 03, 2023	BUY	$14.45 - $15.73 $8,670 - $9,438	600 New	600 $9,000
Q2 2022 Jul 22, 2022	SELL	$14.9 - $17.0 $5,960 - $6,800	-400 Reduced 50.0%	400 $6,000
Q1 2022 Apr 18, 2022	SELL	$16.21 - $17.08 $14,540 - $15,320	-897 Reduced 52.86%	800 $13,000
Q4 2021 Jan 14, 2022	BUY	$15.99 - $16.99 $9,594 - $10,193	600 Added 54.69%	1,697 $28,000
Q2 2021 Jul 26, 2021	SELL	$16.28 - $17.39 $96,703 - $103,296	-5,940 Reduced 84.41%	1,097 $19,000
Q1 2021 May 21, 2021	BUY	$14.88 - $16.41 $104,710 - $115,477	7,037 New	7,037 $114,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.11M

Call Options Held

0

Put Options Held

0

About FIRST TRUST MULTI-ASSET DIVERS

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