Worth Financial Advisory Group, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Alger ETF Tr Mid Cap 40 ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 20,452 shares of FRTY stock, worth $331,935. This represents 0.21% of its overall portfolio holdings.
Number of Shares
20,452
Previous 16,578
23.37%
Holding current value
$331,935
Previous $310 Million
5.06%
% of portfolio
0.21%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding FRTY
# of Institutions
23Shares Held
2.65MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.19MShares$19.2 Million0.04% of portfolio
-
Fred Alger Management, LLC New York, NY290KShares$4.71 Million0.03% of portfolio
-
Ubs Group Ag264KShares$4.28 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO143KShares$2.31 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC140KShares$2.27 Million0.64% of portfolio