Horst & Graben Wealth Management LLC First Tr Exchange Traded Fd Iv Transaction History
Horst & Graben Wealth Management LLC
- $547 Million
- Q2 2025
A detailed history of Horst & Graben Wealth Management LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 8,274 shares of FCVT stock, worth $356,609. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,274
Previous 6,159
34.34%
Holding current value
$356,609
Previous $215,000
49.3%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FCVT
# of Institutions
61Shares Held
1.71MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$13.1 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC169KShares$7.3 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE143KShares$6.17 Million0.3% of portfolio
-
Jane Street Group, LLC New York, NY133KShares$5.75 Million0.0% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$5.22 Million0.78% of portfolio