Brass Tax Wealth Management, Inc First Trust Dorsey Wright Focu Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 66,348 shares of FV stock, worth $3.77 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
66,348
Previous 65,817
0.81%
Holding current value
$3.77 Million
Previous $3.77 Billion
99.9%
% of portfolio
1.53%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$379 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$254 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$233 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$162 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$151 Million0.06% of portfolio