Lpl Financial LLC First Tr Exchange Traded Fd Iv Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Lpl Financial LLC holds 169,336 shares of FCVT stock, worth $6.68 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
169,336
Previous 164,756
2.78%
Holding current value
$6.68 Million
Previous $5.75 Million
14.26%
% of portfolio
0.0%
Previous 0.0%
Shares
33 transactions
Others Institutions Holding FCVT
# of Institutions
63Shares Held
1.77MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$12 Million0.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL273KShares$10.8 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE143KShares$5.64 Million0.3% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.78 Million0.78% of portfolio
-
Morgan Stanley New York, NY83.8KShares$3.31 Million0.0% of portfolio