Private Advisory Group LLC First Trust Small Cap Transaction History
Private Advisory Group LLC
- $820 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FYT
# of Institutions
78Shares Held
2.71MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$16.9 Million1.55% of portfolio
-
Sawtooth Solutions, LLC274KShares$16 Million0.41% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC256KShares$15 Million3.11% of portfolio
-
Wells Fargo & Company San Francisco, CA241KShares$14.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$13.8 Million0.01% of portfolio