9258 Wealth Management, LLC First Trust Small Cap Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,104 shares of FYT stock, worth $226,869. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,104
Previous 3,764
9.03%
Holding current value
$226,869
Previous $204,000
3.92%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FYT
# of Institutions
71Shares Held
2.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA291KShares$16.1 Million0.0% of portfolio
-
Simplicity Wealth,Llc285KShares$15.8 Million0.34% of portfolio
-
Sawtooth Solutions, LLC274KShares$15.1 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC266KShares$14.7 Million0.01% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC252KShares$13.9 Million3.22% of portfolio