Colonial River Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Colonial River Wealth Management, LLC
- $217 Million
- Q2 2025
A detailed history of Colonial River Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 23,265 shares of FV stock, worth $1.4 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
23,265
Previous 15,974
45.64%
Holding current value
$1.4 Million
Previous $876,000
57.31%
% of portfolio
0.64%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
348Shares Held
44.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$377 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$267 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$248 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$172 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$157 Million0.06% of portfolio