Northcape Wealth Management, LLC First Trust Nasdaq Technology Transaction History
Northcape Wealth Management, LLC
- $274 Million
- Q1 2024
A detailed history of Northcape Wealth Management, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 4,910 shares of TDIV stock, worth $376,204. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,910
Previous 6,500
24.46%
Holding current value
$376,204
Previous $416,000
17.79%
% of portfolio
0.13%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding TDIV
# of Institutions
289Shares Held
19.5MCall Options Held
27.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$162 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.98MShares$152 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.51MShares$116 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.17MShares$89.4 Million0.01% of portfolio
-
Ubs Group Ag1.13MShares$86.8 Million0.02% of portfolio