Simplicity Wealth,Llc First Tr Enhanced Traded Fd Iv Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Simplicity Wealth,Llc holds 243,757 shares of FTSM stock, worth $14.6 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
243,757
Previous 272,664
10.6%
Holding current value
$14.6 Million
Previous $16.3 Million
10.64%
% of portfolio
0.34%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding FTSM
# of Institutions
412Shares Held
84.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$725 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.57MShares$513 Million0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA8.01MShares$480 Million0.12% of portfolio
-
Ubs Group Ag3.74MShares$224 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC2.92MShares$175 Million0.02% of portfolio