Barnes Pettey Financial Advisors, LLC First Trust Dorsey Wright Inte Transaction History
Barnes Pettey Financial Advisors, LLC
- $116 Million
- Q2 2024
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 25,986 shares of IFV stock, worth $541,288. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,986
Previous 26,724
2.76%
Holding current value
$541,288
Previous $534,000
4.31%
% of portfolio
0.44%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding IFV
# of Institutions
60Shares Held
7.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.16MShares$44.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.08MShares$22.6 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL683KShares$14.2 Million0.44% of portfolio
-
New Edge Advisors, LLC New Orleans, LA468KShares$9.74 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC428KShares$8.92 Million0.0% of portfolio