Concentrum Wealth Management First Trust Us Equity Opportun Transaction History
Concentrum Wealth Management
- $238 Billion
- Q2 2024
A detailed history of Concentrum Wealth Management transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Concentrum Wealth Management holds 6,407 shares of FPX stock, worth $702,014. This represents 0.27% of its overall portfolio holdings.
Number of Shares
6,407
Previous 6,607
3.03%
Holding current value
$702,014
Previous $699 Million
8.95%
% of portfolio
0.27%
Previous 0.32%
Shares
17 transactions
Others Institutions Holding FPX
# of Institutions
165Shares Held
3.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY569KShares$62.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC336KShares$36.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA259KShares$28.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$13.9 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL115KShares$12.6 Million0.03% of portfolio