Brio Consultants, LLC First Trust Dorsey Wright Focu Transaction History
Brio Consultants, LLC
- $262 Million
- Q1 2025
A detailed history of Brio Consultants, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Brio Consultants, LLC holds 163,364 shares of FV stock, worth $8.72 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
163,364Holding current value
$8.72 Million% of portfolio
3.42%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
341Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$355 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$238 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$219 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$152 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$142 Million0.06% of portfolio