Simplicity Wealth,Llc First Trust Small Cap Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in First Trust Small Cap stock. As of the latest transaction made, Simplicity Wealth,Llc holds 289,519 shares of FYT stock, worth $16.1 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
289,519
Previous 284,978
1.59%
Holding current value
$16.1 Million
Previous $14.7 Million
9.05%
% of portfolio
1.55%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding FYT
# of Institutions
75Shares Held
2.69MCall Options Held
0Put Options Held
0-
Sawtooth Solutions, LLC274KShares$15.2 Million0.41% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC256KShares$14.2 Million3.11% of portfolio
-
Wells Fargo & Company San Francisco, CA241KShares$13.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC237KShares$13.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY181KShares$10.1 Million0.0% of portfolio