Cornerstone Wealth Management, LLC First Trust Small Cap Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 5,810 shares of FYT stock, worth $317,574. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,810
Previous 5,810
-0.0%
Holding current value
$317,574
Previous $322,000
0.93%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding FYT
# of Institutions
77Shares Held
2.77MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$15.9 Million3.46% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC289KShares$15.8 Million3.0% of portfolio
-
Sawtooth Solutions, LLC274KShares$15 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC229KShares$12.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA222KShares$12.1 Million0.0% of portfolio