Modern Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,793 shares of FEX stock, worth $366,896. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,793
Previous 3,942
3.78%
Holding current value
$366,896
Previous $355 Million
4.12%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
208Shares Held
7.13MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.05MShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC813KShares$78.7 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA480KShares$46.4 Million0.01% of portfolio
-
Janney Montgomery Scott LLC471KShares$45.6 Million0.14% of portfolio
-
Ubs Group Ag260KShares$25.2 Million0.01% of portfolio