Jpl Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 4,199 shares of FV stock, worth $241,862. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$241,862
Previous $240 Million
0.06%
% of portfolio
0.12%
Previous 0.13%
Shares
1 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