Halpern Financial, Inc. First Tr Large Cap Value Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Halpern Financial, Inc. holds 1,040 shares of FTA stock, worth $79,518. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,040
Previous 1,040
-0.0%
Holding current value
$79,518
Previous $76.5 Million
7.09%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FTA
# of Institutions
218Shares Held
11.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$164 Million0.01% of portfolio
-
Ubs Group Ag955KShares$73 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$66.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$32.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$23.1 Million0.0% of portfolio