Retirement Guys Formula LLC First Trust Dorsey Wright Focu Transaction History
Retirement Guys Formula LLC
- $193 Million
- Q1 2025
A detailed history of Retirement Guys Formula LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Retirement Guys Formula LLC holds 33,430 shares of FV stock, worth $1.78 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
33,430
Previous 33,573
0.43%
Holding current value
$1.78 Million
Previous $1.98 Million
7.52%
% of portfolio
0.95%
Previous 1.06%
Shares
10 transactions
Others Institutions Holding FV
# of Institutions
345Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$355 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$238 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$219 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$152 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$142 Million0.06% of portfolio