Wealth Management Partners, LLC First Tr Multi Cap Growth Alph Transaction History

Wealth Management Partners, LLC

  • $229 Million
  • Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Wealth Management Partners, LLC holds 22,200 shares of FAD stock, worth $3.21 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
22,200
Previous 21,857 1.57%
Holding current value
$3.21 Million
Previous $2.92 Million 5.07%
% of portfolio
1.34%
Previous 1.37%

Shares

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

Jan 16, 2025
BUY
$131.79 - $150.3 $45,203 - $51,552
343 Added 1.57%
22,200 $3.07 Million
Q3 2024

Oct 21, 2024
SELL
$118.04 - $133.6 $6,256 - $7,080
-53 Reduced 0.24%
21,857 $2.92 Million
Q2 2024

Jul 12, 2024
BUY
$114.61 - $124.72 $7,678 - $8,356
67 Added 0.31%
21,910 $2.7 Million
Q1 2024

Apr 12, 2024
BUY
$108.58 - $124.6 $1,520 - $1,744
14 Added 0.06%
21,843 $2.72 Million
Q4 2023

Jan 10, 2024
SELL
$92.91 - $113.46 $25,457 - $31,088
-274 Reduced 1.24%
21,829 $2.45 Million
Q3 2023

Oct 24, 2023
BUY
$98.45 - $109.56 $2.18 Million - $2.42 Million
22,103 New
22,103 $2.21 Million

Others Institutions Holding FAD

# of Institutions
74
Shares Held
1.06M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

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