Bison Wealth, LLC First Trust Dorsey Wright Focu Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Bison Wealth, LLC holds 4,969 shares of FV stock, worth $301,071. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,969
Previous 5,096
2.49%
Holding current value
$301,071
Previous $291,000
0.69%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
325Shares Held
42.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$417 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$254 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$251 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$170 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$101 Million0.06% of portfolio