Rfg Bristol Wealth Advisors, LLC First Tr Large Cap Value Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 8,397 shares of FTA stock, worth $649,591. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,397
Previous 2,626
219.76%
Holding current value
$649,591
Previous $201 Million
220.85%
% of portfolio
0.22%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
218Shares Held
11.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$166 Million0.01% of portfolio
-
Ubs Group Ag955KShares$73.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$66.9 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$32.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$23.4 Million0.0% of portfolio