Brass Tax Wealth Management, Inc First Trust Dorsey Wright Focu Transaction History
Brass Tax Wealth Management, Inc
- $476 Billion
- Q1 2025
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 68,303 shares of FV stock, worth $3.88 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
68,303
Previous 66,383
2.89%
Holding current value
$3.88 Million
Previous $3.92 Billion
4.42%
% of portfolio
0.79%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
45.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$354 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$253 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$233 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$162 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$147 Million0.06% of portfolio