Polaris Wealth Advisory Group, LLC First Trust Industrials/Produc Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
3 transactions
Others Institutions Holding FXR
# of Institutions
187Shares Held
23.2MCall Options Held
0Put Options Held
12.5K-
First Trust Advisors LP Wheaton, IL10.5MShares$752 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA1.95MShares$139 Million0.03% of portfolio
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Morgan Stanley New York, NY1.55MShares$111 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.32MShares$94.6 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL688KShares$49.2 Million0.02% of portfolio