Congress Wealth Management LLC First Trust Us Equity Opportun Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Congress Wealth Management LLC holds 78,790 shares of FPX stock, worth $9.52 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
78,790Holding current value
$9.52 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
176Shares Held
3.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY558KShares$67.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$35.3 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA261KShares$31.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC129KShares$15.6 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL102KShares$12.4 Million0.03% of portfolio