Schneider Downs Wealth Management Advisors, LP First Trust Dorsey Wright Focu Transaction History
Schneider Downs Wealth Management Advisors, LP
- $815 Million
- Q3 2025
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,270 shares of FV stock, worth $198,848. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,270
Previous 3,921
16.6%
Holding current value
$198,848
Previous $232,000
12.93%
% of portfolio
0.02%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
350Shares Held
42.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.01MShares$366 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$272 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$224 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.48MShares$151 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.26MShares$137 Million0.05% of portfolio