Gilliland Jeter Wealth Management LLC First Trust Dorsey Wright Focu Transaction History
Gilliland Jeter Wealth Management LLC
- $283 Billion
- Q1 2025
A detailed history of Gilliland Jeter Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 14,710 shares of FV stock, worth $785,072. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,710
Previous 14,694
0.11%
Holding current value
$785,072
Previous $868 Million
7.01%
% of portfolio
0.29%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding FV
# of Institutions
345Shares Held
46.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$355 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$238 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$219 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$152 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$142 Million0.06% of portfolio