Plotkin Financial Advisors, LLC First Tr Multi Cap Growth Alph Transaction History
Plotkin Financial Advisors, LLC
- $163 Billion
- Q1 2025
A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 46,149 shares of FAD stock, worth $6.52 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
46,149
Previous 45,925
0.49%
Holding current value
$6.52 Million
Previous $6.35 Billion
5.94%
% of portfolio
3.67%
Previous 3.77%
Shares
22 transactions
Others Institutions Holding FAD
# of Institutions
79Shares Held
1.13MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC111KShares$15.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY96.9KShares$13.7 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$11.7 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL82.8KShares$11.7 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC61.7KShares$8.71 Million0.01% of portfolio