National Wealth Management Group, LLC First Tr Mid Cap Core Alphadex Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,997 shares of FNX stock, worth $460,294. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,997
Previous 4,367
8.47%
Holding current value
$460,294
Previous $495 Million
12.39%
% of portfolio
0.33%
Previous 0.39%
Shares
8 transactions
Others Institutions Holding FNX
# of Institutions
190Shares Held
6.76MCall Options Held
1.6KPut Options Held
300-
Morgan Stanley New York, NY1.18MShares$136 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC861KShares$99.1 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA749KShares$86.2 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL302KShares$34.8 Million0.05% of portfolio
-
Kestra Advisory Services, LLC295KShares$34 Million0.18% of portfolio