Ae Wealth Management LLC First Tr Exchange Traded Fd Iv Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Ae Wealth Management LLC holds 652 shares of FCVT stock, worth $24,208. This represents 0.0% of its overall portfolio holdings.
Number of Shares
652
Previous 652
-0.0%
Holding current value
$24,208
Previous $23,000
4.35%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FCVT
# of Institutions
59Shares Held
1.53MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL273KShares$10.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$6.12 Million0.0% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL156KShares$5.8 Million0.13% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.49 Million0.78% of portfolio
-
Morgan Stanley New York, NY83.8KShares$3.11 Million0.0% of portfolio