Comprehensive Financial Planning, Inc./Pa First Trust Us Equity Opportun Transaction History
Comprehensive Financial Planning, Inc./Pa
- $127 Billion
- Q2 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 6,849 shares of FPX stock, worth $1.14 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
6,849Holding current value
$1.14 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
203Shares Held
3.44MCall Options Held
1.5KPut Options Held
0-
Morgan Stanley New York, NY580KShares$96.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC470KShares$78.5 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA314KShares$52.4 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL146KShares$24.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC113KShares$18.9 Million0.0% of portfolio