Cadence Wealth Management LLC First Tr Lge Cap Growth Transaction History

Cadence Wealth Management LLC

$123 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$85.37 - $107.56 $869,664 - $1.1 Million	10,187 New	10,187 $119,000

Others Institutions Holding FTC

# of Institutions

203

Shares Held

6.31M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

833K
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

715K
Shares

$103 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$75.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

443K
Shares

$64 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$62.2 Million
0.16% of portfolio

About FIRST TR LGE CAP GROWTH

Ticker FTC
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