1776 Wealth LLC First Tr Large Cap Value Transaction History
1776 Wealth LLC
- $213 Million
- Q3 2024
A detailed history of 1776 Wealth LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, 1776 Wealth LLC holds 5,117 shares of FTA stock, worth $401,070. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,117
Previous 5,954
14.06%
Holding current value
$401,070
Previous $438,000
7.76%
% of portfolio
0.19%
Previous 0.21%
Shares
15 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$161 Million0.01% of portfolio
-
Ubs Group Ag878KShares$68.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$62.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$23.3 Million0.0% of portfolio