Concentrum Wealth Management First Trust Capital Strength E Transaction History
Concentrum Wealth Management
- $257 Billion
- Q3 2024
A detailed history of Concentrum Wealth Management transactions in First Trust Capital Strength E stock. As of the latest transaction made, Concentrum Wealth Management holds 88,476 shares of FTCS stock, worth $7.8 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
88,476
Previous 86,833
1.89%
Holding current value
$7.8 Million
Previous $7.3 Billion
10.09%
% of portfolio
3.13%
Previous 3.07%
Shares
16 transactions
Others Institutions Holding FTCS
# of Institutions
525Shares Held
61.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$650 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$565 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$312 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$290 Million0.41% of portfolio
-
International Assets Investment Management, LLC Orlando, FL3.12MShares$275 Million0.09% of portfolio