Riverpoint Wealth Management Holdings, LLC First Tr Multi Cap Value Alpha Transaction History

Riverpoint Wealth Management Holdings, LLC

$360 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Jul 27, 2018	SELL	$53.15 - $57.42 $212,121 - $229,163	-3,991 Closed	0 $0
Q1 2018 Apr 27, 2018	BUY	$53.75 - $59.21 $1,773 - $1,953	33 Added 0.83%	3,991 $219,000
Q4 2017 Feb 13, 2018	SELL	$53.54 - $57.13 $1,284 - $1,371	-24 Reduced 0.6%	3,958 $227,000
Q3 2017 Nov 13, 2017	SELL	$53.38 - $53.67 $91,439 - $91,936	-1,713 Reduced 30.08%	3,982 $215,000
Q2 2017 Aug 07, 2017	BUY	N/A	5,695	5,695 $296,000

Others Institutions Holding FAB

# of Institutions

Shares Held

912K

Call Options Held

Put Options Held

Janney Montgomery Scott LLC

119K
Shares

$9.94 Million
0.03% of portfolio
Morgan Stanley New York, NY

94.5K
Shares

$7.87 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

75.3K
Shares

$6.27 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

72.9K
Shares

$6.07 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

50.8K
Shares

$4.23 Million
0.01% of portfolio

View Full List

About FIRST TR MULTI CAP VALUE ALPHA

Ticker FAB
Sector ETFs
Industry ETFs

More about FAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Account