Cassaday & CO Wealth Management LLC First Trust Dorsey Wright Focu Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,648 shares of FV stock, worth $220,412. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,648
Previous 3,648
-0.0%
Holding current value
$220,412
Previous $208,000
1.92%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
314Shares Held
42.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$403 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.21MShares$254 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$254 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$170 Million0.25% of portfolio
-
Ubs Group Ag1.79MShares$108 Million0.03% of portfolio