Colonial River Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Colonial River Wealth Management, LLC
- $174 Million
- Q1 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 15,974 shares of FV stock, worth $857,963. This represents 0.5% of its overall portfolio holdings.
Number of Shares
15,974Holding current value
$857,963% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
345Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$358 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$240 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$220 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.85MShares$153 Million0.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.66MShares$143 Million0.06% of portfolio