Kestra Private Wealth Services, LLC First Trust Dorsey Wright Inte Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 23,809 shares of IFV stock, worth $463,085. This represents 0.01% of its overall portfolio holdings.
Number of Shares
23,809
Previous 28,769
17.24%
Holding current value
$463,085
Previous $605,000
24.63%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding IFV
# of Institutions
56Shares Held
7.23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$40.9 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.2 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.6 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA487KShares$9.48 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA475KShares$9.25 Million0.07% of portfolio