Madrona Financial Services, LLC First Trust Dorsey Wright Focu Transaction History
Madrona Financial Services, LLC
- $339 Million
- Q3 2024
A detailed history of Madrona Financial Services, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Madrona Financial Services, LLC holds 511,831 shares of FV stock, worth $30.2 Million. This represents 8.8% of its overall portfolio holdings.
Number of Shares
511,831
Previous 487,568
4.98%
Holding current value
$30.2 Million
Previous $27.9 Million
6.81%
% of portfolio
8.8%
Previous 8.94%
Shares
11 transactions
Others Institutions Holding FV
# of Institutions
324Shares Held
42.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$247 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.14MShares$244 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$166 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$98.6 Million0.06% of portfolio