Creative Planning First Tr Small Cap Core Alphad Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Creative Planning holds 4,471 shares of FYX stock, worth $468,113. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,471
Previous 4,186
6.81%
Holding current value
$468,113
Previous $378,000
17.46%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding FYX
# of Institutions
157Shares Held
6.13MCall Options Held
2.3KPut Options Held
0-
Morgan Stanley New York, NY734KShares$76.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA620KShares$65 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC522KShares$54.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC453KShares$47.4 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6385KShares$40.3 Million0.01% of portfolio