Cadence Wealth Management LLC First Tr Lge Cap Growth Transaction History

Cadence Wealth Management LLC

$143 Million
Q2 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

199

Shares Held

6.59M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

852K
Shares

$113 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

757K
Shares

$101 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$69.4 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$57.2 Million
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

411K
Shares

$54.5 Million
0.01% of portfolio

About FIRST TR LGE CAP GROWTH

Ticker FTC
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