Philip James Wealth Mangement, LLC First Tr Long/Short Equity ETF Transaction History
Philip James Wealth Mangement, LLC
- $141 Billion
- Q1 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 102,707 shares of FTLS stock, worth $6.44 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
102,707
Previous 96,153
6.82%
Holding current value
$6.44 Million
Previous $5.41 Billion
17.07%
% of portfolio
4.49%
Previous 4.19%
Shares
2 transactions
Others Institutions Holding FTLS
# of Institutions
173Shares Held
13.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.29MShares$206 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.64MShares$103 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$77 Million0.04% of portfolio
-
Envestnet Asset Management Inc503KShares$31.5 Million0.01% of portfolio
-
Truist Financial Corp380KShares$23.9 Million0.04% of portfolio