1776 Wealth LLC First Tr ETF Viii Low Duration Transaction History
1776 Wealth LLC
- $198 Million
- Q1 2024
A detailed history of 1776 Wealth LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, 1776 Wealth LLC holds 30,000 shares of LDSF stock, worth $561,000. This represents 0.28% of its overall portfolio holdings.
Number of Shares
30,000
Previous 30,000
-0.0%
Holding current value
$561,000
Previous $550,000
2.18%
% of portfolio
0.28%
Previous 0.33%
Shares
10 transactions
Others Institutions Holding LDSF
# of Institutions
59Shares Held
3.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC542KShares$10.1 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6420KShares$7.85 Million0.0% of portfolio
-
Cedrus LLC Littleton, CO382KShares$7.14 Million3.91% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI284KShares$5.31 Million0.3% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA283KShares$5.28 Million0.15% of portfolio