Gratus Wealth Advisors, LLC First Trust Capital Strength E Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 275,131 shares of FTCS stock, worth $24.7 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
275,131
Previous 267,089
3.01%
Holding current value
$24.7 Million
Previous $22.8 Billion
8.09%
% of portfolio
4.02%
Previous 3.93%
Shares
4 transactions
Others Institutions Holding FTCS
# of Institutions
525Shares Held
58.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$662 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$576 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$318 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$295 Million0.41% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$235 Million0.15% of portfolio