9258 Wealth Management, LLC First Tr Large Cap Value Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 12,168 shares of FTA stock, worth $937,909. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,168
Previous 12,168
-0.0%
Holding current value
$937,909
Previous $895,000
7.49%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
226Shares Held
11.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$168 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$77.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$65.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$34.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$32.1 Million0.01% of portfolio