Partnership Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 950 shares of FV stock, worth $57,760. This represents 0.04% of its overall portfolio holdings.
Number of Shares
950
Previous 950
-0.0%
Holding current value
$57,760
Previous $54.4 Million
1.75%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
321Shares Held
42.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$255 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$252 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$171 Million0.25% of portfolio
-
Ubs Group Ag1.79MShares$109 Million0.03% of portfolio