Signature Wealth Management Partners, LLC First Trust Dorsey Wright Focu Transaction History
Signature Wealth Management Partners, LLC
- $123 Million
- Q1 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 4,297 shares of FV stock, worth $251,589. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,297
Previous 5,041
14.76%
Holding current value
$251,589
Previous $259,000
5.41%
% of portfolio
0.2%
Previous 0.23%
Shares
14 transactions
Others Institutions Holding FV
# of Institutions
298Shares Held
41.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.72MShares$393 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$244 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA4.16MShares$244 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$169 Million0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL1.7MShares$99.4 Million0.07% of portfolio