One Plus One Wealth Management, LLC First Trust Small Cap Transaction History
One Plus One Wealth Management, LLC
- $137 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding FYT
# of Institutions
81Shares Held
2.56MCall Options Held
0Put Options Held
0-
Blueprint Investment Partners LLC Greensboro, NC289KShares$13.2 Million3.0% of portfolio
-
Sawtooth Solutions, LLC274KShares$12.5 Million0.41% of portfolio
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Lpl Financial LLC Fort Mill, SC229KShares$10.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA222KShares$10.2 Million0.0% of portfolio
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Morgan Stanley New York, NY182KShares$8.34 Million0.0% of portfolio