Kowal Investment Group, LLC First Trust Dorsey Wright Focu Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kowal Investment Group, LLC holds 4,571 shares of FV stock, worth $279,562. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,571
Previous 4,569
0.04%
Holding current value
$279,562
Previous $261,000
1.92%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$421 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$256 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$253 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$102 Million0.06% of portfolio