Cape Investment Advisory, Inc. First Tr Lge Cap Growth Transaction History

Cape Investment Advisory, Inc.

$223 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Oct 12, 2023	BUY	$88.58 - $96.32 $40,658 - $44,210	459 New	459 $42.7 Million

Others Institutions Holding FTC

# of Institutions

200

Shares Held

6.37M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

852K
Shares

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

715K
Shares

$101 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$73.4 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$60.5 Million
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

411K
Shares

$57.7 Million
0.01% of portfolio

About FIRST TR LGE CAP GROWTH

Ticker FTC
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