Jpl Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Jpl Wealth Management, LLC
- $255 Billion
- Q1 2025
A detailed history of Jpl Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 4,199 shares of FV stock, worth $250,092. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$250,092
Previous $248 Million
3.1%
% of portfolio
0.09%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$372 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$266 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$245 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$169 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$154 Million0.06% of portfolio