Cassia Capital Partners, LLC First Trust Us Equity Opportun Transaction History
Cassia Capital Partners, LLC
- $150 Million
- Q1 2024
A detailed history of Cassia Capital Partners, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 68,367 shares of FPX stock, worth $6.86 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
68,367
Previous 64,207
6.48%
Holding current value
$6.86 Million
Previous $6.16 Million
17.5%
% of portfolio
4.81%
Previous 5.11%
Shares
14 transactions
Others Institutions Holding FPX
# of Institutions
173Shares Held
3.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY583KShares$58.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$34 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA260KShares$26.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL130KShares$13 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$12.7 Million0.0% of portfolio