Schneider Downs Wealth Management Advisors, LP First Trust Dorsey Wright Focu Transaction History
Schneider Downs Wealth Management Advisors, LP
- $649 Million
- Q2 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 3,921 shares of FV stock, worth $236,789. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,921
Previous 3,920
0.03%
Holding current value
$236,789
Previous $215,000
7.91%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
353Shares Held
44.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$377 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$270 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$248 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$172 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$157 Million0.06% of portfolio