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 $256,810. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$256,810
Previous $240 Million
0.06%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
325Shares Held
42.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$421 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$256 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$253 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$102 Million0.06% of portfolio