Bordeaux Wealth Advisors LLC First Tr Large Cap Core Alphde Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,560 shares of FEX stock, worth $381,311. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,560
Previous 3,560
-0.0%
Holding current value
$381,311
Previous $345,000
7.25%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
222Shares Held
7.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$110 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$84.7 Million0.04% of portfolio
-
Janney Montgomery Scott LLC503KShares$53.9 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$50.3 Million0.01% of portfolio
-
Ubs Group Ag235KShares$25.2 Million0.01% of portfolio