Avantax Planning Partners, Inc. First Tr Large Cap Value Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,855 shares of FTA stock, worth $226,572. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,855
Previous 2,855
-0.0%
Holding current value
$226,572
Previous $210,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
209Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$164 Million0.01% of portfolio
-
Ubs Group Ag878KShares$69.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$63.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$23.6 Million0.0% of portfolio