Mgb Wealth Management, LLC First Tr Large Cap Value Transaction History
Mgb Wealth Management, LLC
- $304 Billion
- Q2 2025
A detailed history of Mgb Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 5,633 shares of FTA stock, worth $476,044. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,633
Previous 5,631
0.04%
Holding current value
$476,044
Previous $432 Million
2.51%
% of portfolio
0.15%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
225Shares Held
10.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$175 Million0.01% of portfolio
-
Ubs Group Ag974KShares$82.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$73.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$35.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$29 Million0.0% of portfolio