Midwest Heritage Bank, Fsb First Tr Large Cap Value Transaction History
Midwest Heritage Bank, Fsb
- $197 Million
- Q2 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in First Tr Large Cap Value stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 187,638 shares of FTA stock, worth $14.8 Million. This represents 6.99% of its overall portfolio holdings.
Number of Shares
187,638
Previous 201,423
6.84%
Holding current value
$14.8 Million
Previous $15.4 Million
10.23%
% of portfolio
6.99%
Previous 8.11%
Shares
11 transactions
Others Institutions Holding FTA
# of Institutions
205Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$166 Million0.01% of portfolio
-
Ubs Group Ag979KShares$76.9 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.1 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.9 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$29.8 Million9.89% of portfolio