Sonoma Private Wealth LLC First Trust Water ETF Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,241 shares of FIW stock, worth $235,932. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,241
Previous 2,241
-0.0%
Holding current value
$235,932
Previous $229 Million
2.08%
% of portfolio
0.36%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding FIW
# of Institutions
281Shares Held
8.12MCall Options Held
2.9KPut Options Held
3.3K-
Morgan Stanley New York, NY1.09MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC695KShares$73.1 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA507KShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC397KShares$41.8 Million0.0% of portfolio
-
Ubs Group Ag346KShares$36.5 Million0.01% of portfolio