Montz Harcus Wealth Management LLC First Trust Dorsey Wright Focu Transaction History

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 10,255 shares of FV stock, worth $641,245. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,255
Previous 10,253 0.02%
Holding current value
$641,245
Previous $597,000 1.34%
% of portfolio
0.34%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$57.47 - $62.82 $114 - $125
2 Added 0.02%
10,255 $605,000
Q3 2024

Oct 24, 2024
BUY
$51.35 - $59.82 $526,491 - $613,334
10,253 New
10,253 $597,000

Others Institutions Holding FV

# of Institutions
348
Shares Held
46.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Montz Harcus Wealth Management LLC Portfolio

Follow Montz Harcus Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montz Harcus Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email