Perissos Private Wealth Management, LLC First Trust Capital Strength E Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 35,707 shares of FTCS stock, worth $3.31 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
35,707
Previous 35,884
0.49%
Holding current value
$3.31 Million
Previous $3.02 Billion
7.51%
% of portfolio
2.6%
Previous 2.7%
Shares
3 transactions
Others Institutions Holding FTCS
# of Institutions
523Shares Held
61.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$684 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$595 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$329 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$305 Million0.41% of portfolio
-
International Assets Investment Management, LLC Orlando, FL3.12MShares$290 Million0.09% of portfolio