Daymark Wealth Partners, LLC First Tr Large Cap Value Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 4,209 shares of FTA stock, worth $347,579. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,209
Previous 3,774
11.53%
Holding current value
$347,579
Previous $296,000
18.24%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
227Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$171 Million0.01% of portfolio
-
Ubs Group Ag974KShares$80.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$72 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$34.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$28.3 Million0.0% of portfolio