Icapital Wealth LLC First Tr S&P Reit Index Fd Transaction History
Icapital Wealth LLC
- $157 Million
- Q1 2025
A detailed history of Icapital Wealth LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Icapital Wealth LLC holds 10,061 shares of FRI stock, worth $269,735. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,061
Previous 10,061
-0.0%
Holding current value
$269,735
Previous $275,000
0.36%
% of portfolio
0.18%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding FRI
# of Institutions
69Shares Held
4.55MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$25.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY726KShares$19.5 Million0.0% of portfolio
-
Aft, Forsyth & Sober, LLC488KShares$13.1 Million4.92% of portfolio
-
Cetera Investment Advisers Schaumburg, IL483KShares$12.9 Million0.02% of portfolio
-
Tcp Asset Management, LLC Columbus, OH320KShares$8.58 Million1.87% of portfolio