Schneider Downs Wealth Management Advisors, LP First Trust Dorsey Wright Focu Transaction History
Schneider Downs Wealth Management Advisors, LP
- $536 Million
- Q1 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 3,920 shares of FV stock, worth $225,282. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,920
Previous 3,920
-0.0%
Holding current value
$225,282
Previous $231,000
6.93%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.24MShares$359 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.46MShares$257 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.11MShares$236 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$164 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.59MShares$149 Million0.06% of portfolio