Concentrum Wealth Management First Tr Exchange Traded Fd Iv Transaction History
Concentrum Wealth Management
- $257 Billion
- Q3 2024
A detailed history of Concentrum Wealth Management transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Concentrum Wealth Management holds 14,771 shares of FCVT stock, worth $550,072. This represents 0.21% of its overall portfolio holdings.
Number of Shares
14,771
Previous 14,768
0.02%
Holding current value
$550,072
Previous $500 Million
5.39%
% of portfolio
0.21%
Previous 0.21%
Shares
24 transactions
Others Institutions Holding FCVT
# of Institutions
45Shares Held
1.21MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC175KShares$6.53 Million0.0% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.51 Million0.78% of portfolio
-
International Assets Investment Management, LLC Orlando, FL106KShares$3.95 Million0.01% of portfolio
-
Morgan Stanley New York, NY97.2KShares$3.62 Million0.0% of portfolio
-
Elequin Capital LP New York, NY81.4KShares$3.03 Million2.13% of portfolio