Element Wealth, LLC First Trust Dorsey Wright Inte Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
A detailed history of Element Wealth, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Element Wealth, LLC holds 1,442 shares of IFV stock, worth $28,205. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,442
Previous 1,442
-0.0%
Holding current value
$28,205
Previous $28,000
7.14%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$41.1 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.3 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.6 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA487KShares$9.53 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA475KShares$9.3 Million0.07% of portfolio