Bernardo Wealth Planning LLC First Trust Us Equity Opportun Transaction History
Bernardo Wealth Planning LLC
- $418 Million
- Q1 2025
A detailed history of Bernardo Wealth Planning LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 59,009 shares of FPX stock, worth $7.03 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
59,009Holding current value
$7.03 Million% of portfolio
1.27%Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
185Shares Held
3.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY570KShares$67.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$33 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA255KShares$30.4 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC142KShares$17 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL119KShares$14.1 Million0.01% of portfolio