Executive Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	BUY	$18.24 - $20.13 $36 - $40	2 Added 0.86%	235 $4,000
Q4 2018 Feb 19, 2019	BUY	$16.87 - $20.34 $3,930 - $4,739	233 New	233 $4,000

Others Institutions Holding IFV

# of Institutions

56

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$40.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.1 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.5 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.43 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.2 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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