Simplicity Wealth,Llc First Trust Dorsey Wright Focu Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,649 shares of FV stock, worth $467,812. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,649
Previous 7,458
2.56%
Holding current value
$467,812
Previous $427,000
4.22%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
325Shares Held
42.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$421 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$256 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$253 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$172 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$102 Million0.06% of portfolio