Bernard Wealth Management Corp. First Trust Dorsey Wright Focu Transaction History
Bernard Wealth Management Corp.
- $205 Billion
- Q1 2025
A detailed history of Bernard Wealth Management Corp. transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 25 shares of FV stock, worth $1,489. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$1,489
Previous $1.48 Million
7.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
44.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$372 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$266 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$245 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$169 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$154 Million0.06% of portfolio