Laurel Wealth Planning LLC First Trust Dorsey Wright Inte Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$17.67 - $21.4 $24,013 - $29,082	-1,359 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$18.74 - $23.48 $25,467 - $31,909	1,359 New	1,359 $28,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$40.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$20.9 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.3 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.33 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.1 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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