Gilliland Jeter Wealth Management LLC First Trust Dorsey Wright Focu Transaction History
Gilliland Jeter Wealth Management LLC
- $297 Billion
- Q2 2024
A detailed history of Gilliland Jeter Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 14,679 shares of FV stock, worth $845,510. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,679
Previous 14,675
0.03%
Holding current value
$845,510
Previous $840 Million
0.09%
% of portfolio
0.28%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
310Shares Held
42.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$384 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.21MShares$243 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$243 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$166 Million0.26% of portfolio
-
Ubs Group Ag1.79MShares$103 Million0.03% of portfolio