Sage Private Wealth Group, LLC First Tr S&P Reit Index Fd Transaction History
Sage Private Wealth Group, LLC
- $75.7 Million
- Q3 2022
A detailed history of Sage Private Wealth Group, LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 218 shares of FRI stock, worth $5,576. This represents 0.01% of its overall portfolio holdings.
Number of Shares
218
Previous 217
0.46%
Holding current value
$5,576
Previous $6,000
16.67%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding FRI
# of Institutions
65Shares Held
3.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY754KShares$19.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$17.5 Million0.01% of portfolio
-
Ubs Group Ag241KShares$6.17 Million0.0% of portfolio
-
Aft, Forsyth & Sober, LLC159KShares$4.08 Million1.48% of portfolio
-
Chicago Partners Investment Group LLC117KShares$2.99 Million0.13% of portfolio