Joseph P. Lucia & Associates, LLC American Centy ETF Tr Focused Transaction History
Joseph P. Lucia & Associates, LLC
- $218 Million
- Q3 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in American Centy ETF Tr Focused stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 3,558 shares of FDG stock, worth $434,076. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,558
Previous 3,832
7.15%
Holding current value
$434,076
Previous $418,000
2.39%
% of portfolio
0.2%
Previous 0.21%
Shares
14 transactions
Others Institutions Holding FDG
# of Institutions
60Shares Held
1.95MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO628KShares$76.6 Million0.04% of portfolio
-
Envestnet Asset Management Inc460KShares$56.2 Million0.02% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR74.8KShares$9.12 Million3.27% of portfolio
-
Menora Mivtachim Holdings Ltd.72.3KShares$8.82 Million0.05% of portfolio
-
Stratos Wealth Advisors, LLC62.4KShares$7.62 Million0.38% of portfolio