Clearstead Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,435 shares of FV stock, worth $145,905. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,435
Previous 2,435
-0.0%
Holding current value
$145,905
Previous $139,000
1.44%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$412 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$251 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$248 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$169 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$100 Million0.06% of portfolio