Jpl Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 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 $238,797. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$238,797
Previous $240 Million
3.13%
% of portfolio
0.07%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$379 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$254 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$233 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$162 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$151 Million0.06% of portfolio