Signature Wealth Management Partners, LLC First Trust Dorsey Wright Focu Transaction History
Signature Wealth Management Partners, LLC
- $172 Million
- Q2 2025
Shares
17 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$385 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$273 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$243 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$176 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$146 Million0.05% of portfolio