Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
A detailed history of Sar Wealth Management Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 449,550 shares of FV stock, worth $25.6 Million. This represents 17.83% of its overall portfolio holdings.
Number of Shares
449,550
Previous 454,306
1.05%
Holding current value
$25.6 Million
Previous $26.5 Billion
0.29%
% of portfolio
17.83%
Previous 17.5%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$379 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$254 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$233 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$162 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$151 Million0.06% of portfolio