Evolution Wealth Management Inc. First Tr S&P Reit Index Fd Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 1,930 shares of FRI stock, worth $53,518. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,930
Previous 1,930
-0.0%
Holding current value
$53,518
Previous $52.2 Million
3.92%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding FRI
# of Institutions
66Shares Held
4.25MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC906KShares$25.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY777KShares$21.6 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL517KShares$14.3 Million0.02% of portfolio
-
Aft, Forsyth & Sober, LLC489KShares$13.6 Million4.36% of portfolio
-
Tcp Asset Management, LLC Columbus, OH343KShares$9.5 Million1.81% of portfolio