A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 19,896 shares of FMB stock, worth $1.02 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
19,896
Previous 4,800 314.5%
Holding current value
$1.02 Million
Previous $243 Million 318.04%
% of portfolio
0.91%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$50.75 - $51.37 $766,122 - $775,481
15,096 Added 314.5%
19,896 $1.02 Billion
Q3 2025

Nov 13, 2025

BUY
$49.32 - $50.93 $9,864 - $10,186
200 Added 4.35%
4,800 $243 Million
Q2 2025

Aug 14, 2025

BUY
$49.12 - $50.93 $225,952 - $234,278
4,600 New
4,600 $229 Million

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, 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 Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.