Holistic Financial Partners First Tr Exchange Trd Fd Ii Fi Transaction History
Holistic Financial Partners
- $197 Million
- Q4 2024
A detailed history of Holistic Financial Partners transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Holistic Financial Partners holds 9,577 shares of FGD stock, worth $224,580. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,577
Previous 9,577
-0.0%
Holding current value
$224,580
Previous $233,000
9.01%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FGD
# of Institutions
147Shares Held
12.6MCall Options Held
3.8KPut Options Held
0-
Wells Fargo & Company San Francisco, CA1.93MShares$45.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.61MShares$37.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY998KShares$23.4 Million0.0% of portfolio
-
Ae Wealth Management LLC916KShares$21.5 Million0.2% of portfolio
-
Fukoku Mutual Life Insurance CO632KShares$14.8 Million1.03% of portfolio