River Wealth Advisors LLC First Trust Mid Cap Value Alph Transaction History
River Wealth Advisors LLC
- $777 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FNK
# of Institutions
60Shares Held
2.94MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ1.34MShares$73.7 Million12.88% of portfolio
-
Wells Fargo & Company San Francisco, CA272KShares$15 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC254KShares$13.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY234KShares$12.9 Million0.0% of portfolio
-
Ubs Group Ag64KShares$3.52 Million0.0% of portfolio