Onyx Bridge Wealth Group LLC First Trust Dorsey Wright Inte Transaction History

Onyx Bridge Wealth Group LLC

$639 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	SELL	$16.36 - $17.75 $129,178 - $140,154	-7,896 Reduced 6.03%	123,112 $2.12 Million
Q4 2022 Jan 11, 2023	BUY	$15.66 - $17.28 $2.05 Million - $2.26 Million	131,008 New	131,008 $0

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$40.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$20.9 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.3 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.33 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.1 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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