Aprio Wealth Management, LLC First Tr Large Cap Value Transaction History
Aprio Wealth Management, LLC
- $731 Million
- Q1 2025
A detailed history of Aprio Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,781 shares of FTA stock, worth $220,950. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,781
Previous 2,766
0.54%
Holding current value
$220,950
Previous $211,000
0.95%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
222Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$170 Million0.01% of portfolio
-
Ubs Group Ag955KShares$75.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$69.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$33 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$24 Million0.0% of portfolio