Holistic Financial Partners First Tr Exchange Trd Fd Ii Fi Transaction History
Holistic Financial Partners
- $205 Million
- Q3 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 $225,059. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,577
Previous 9,577
-0.0%
Holding current value
$225,059
Previous $213,000
9.39%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding FGD
# of Institutions
134Shares Held
11.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.42MShares$33.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.32MShares$30.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY940KShares$22.1 Million0.0% of portfolio
-
Ae Wealth Management LLC864KShares$20.3 Million0.21% of portfolio
-
Fukoku Mutual Life Insurance CO632KShares$14.9 Million1.11% of portfolio