Jpl Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
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 $252,359. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$252,359
Previous $240 Million
0.06%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$413 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$252 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$249 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$169 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$101 Million0.06% of portfolio