Forth Right Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History
Forth Right Wealth Management, LLC
- $273 Million
- Q2 2024
A detailed history of Forth Right Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 7,166 shares of FEX stock, worth $764,325. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,166
Previous 7,166
-0.0%
Holding current value
$764,325
Previous $711,000
2.25%
% of portfolio
0.25%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding FEX
# of Institutions
216Shares Held
7.31MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$108 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$84.6 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA595KShares$63.4 Million0.01% of portfolio
-
Janney Montgomery Scott LLC486KShares$51.9 Million0.14% of portfolio
-
Ubs Group Ag252KShares$26.8 Million0.01% of portfolio