Institute For Wealth Management, Llc. First Tr Lge Cap Growth Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Lge Cap Growth stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,896 shares of FTC stock, worth $274,938. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,896
Previous 1,896
-0.0%
Holding current value
$274,938
Previous $249,000
4.82%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FTC
# of Institutions
198Shares Held
5.71MCall Options Held
1.7KPut Options Held
100-
Morgan Stanley New York, NY833KShares$121 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$104 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA443KShares$64.3 Million0.01% of portfolio
-
Janney Montgomery Scott LLC437KShares$63.4 Million0.17% of portfolio
-
Ubs Group Ag270KShares$39.1 Million0.01% of portfolio