Genesee Capital Advisors, LLC First Trust Dorsey Wright Inte Transaction History
Genesee Capital Advisors, LLC
- $203 Million
- Q3 2024
A detailed history of Genesee Capital Advisors, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Genesee Capital Advisors, LLC holds 125,206 shares of IFV stock, worth $2.43 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
125,206
Previous 147,722
15.24%
Holding current value
$2.43 Million
Previous $2.91 Million
9.33%
% of portfolio
1.3%
Previous 1.45%
Shares
9 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$40.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.2 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.5 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA487KShares$9.46 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA475KShares$9.23 Million0.07% of portfolio