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 $5,966. This represents 0.01% of its overall portfolio holdings.
Number of Shares
218
Previous 217
0.46%
Holding current value
$5,966
Previous $6,000
16.67%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding FRI
# of Institutions
71Shares Held
5.18MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.37MShares$37.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY812KShares$22.2 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL411KShares$11.2 Million0.03% of portfolio
-
Cambridge Investment Research Advisors, Inc.360KShares$9.84 Million0.04% of portfolio
-
Ubs Group Ag337KShares$9.21 Million0.0% of portfolio