Baldrige Asset Management LLC First Trust Us Equity Opportun Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding FPX
# of Institutions
175Shares Held
3.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY558KShares$68.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$36 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA261KShares$32.2 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC129KShares$15.9 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL102KShares$12.6 Million0.03% of portfolio