Baron Silver Stevens Financial Advisors, LLC First Tr Lge Cap Growth Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$91.91 - $106.03 $186,853 - $215,558	-2,033 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$82.44 - $98.61 $167,600 - $200,474	2,033 New	2,033 $196,000

Others Institutions Holding FTC

# of Institutions

194

Shares Held

5.64M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

852K
Shares

$109 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

757K
Shares

$96.5 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

411K
Shares

$52.3 Million
0.01% of portfolio
Ubs Group Ag

261K
Shares

$33.3 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

196K
Shares

$25 Million
0.03% of portfolio

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About FIRST TR LGE CAP GROWTH

Ticker FTC
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