Partnership Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Partnership Wealth Management, LLC
- $142 Billion
- Q3 2024
A detailed history of Partnership Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 950 shares of FV stock, worth $58,073. This represents 0.04% of its overall portfolio holdings.
Number of Shares
950
Previous 950
-0.0%
Holding current value
$58,073
Previous $54.4 Million
1.75%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
318Shares Held
42.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$408 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$257 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$256 Million0.11% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
-
Ubs Group Ag1.79MShares$109 Million0.03% of portfolio