Private Client Services, LLC First Tr Large Cap Value Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Private Client Services, LLC holds 3,925 shares of FTA stock, worth $300,105. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,925
Previous 5,479
28.36%
Holding current value
$300,105
Previous $419 Million
28.12%
% of portfolio
0.15%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
218Shares Held
11.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$164 Million0.01% of portfolio
-
Ubs Group Ag955KShares$73 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$66.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$32.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$23.1 Million0.0% of portfolio