Potentia Wealth First Tr Small Cap Core Alphad Transaction History
Potentia Wealth
- $213 Billion
- Q1 2025
A detailed history of Potentia Wealth transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Potentia Wealth holds 10,335 shares of FYX stock, worth $996,604. This represents 0.44% of its overall portfolio holdings.
Number of Shares
10,335
Previous 11,093
6.83%
Holding current value
$996,604
Previous $1.12 Billion
16.95%
% of portfolio
0.44%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY768KShares$74.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA630KShares$60.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC603KShares$58.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC445KShares$42.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL443KShares$42.7 Million0.02% of portfolio