Reuter James Wealth Management, LLC First Tr Exche Trd Fd Vi Dorse Transaction History

Reuter James Wealth Management, LLC

$595 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$31.4 - $36.67 $24,837 - $29,005	791 New	791 $28,000

Others Institutions Holding FVC

# of Institutions

58

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

348K
Shares

$12.6 Million
0.0% of portfolio
Prospera Financial Services Inc

330K
Shares

$11.9 Million
0.23% of portfolio
Morgan Stanley New York, NY

255K
Shares

$9.24 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

228K
Shares

$8.28 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

207K
Shares

$7.48 Million
0.0% of portfolio

About FIRST TR EXCHE-TRD FD VI DORSE

Ticker FVC
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