Sky Oak Wealth, LLC First Tr Exchange Traded Fd Iv Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
A detailed history of Sky Oak Wealth, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 11,536 shares of FCVT stock, worth $512,429. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,536
Previous 11,536
-0.0%
Holding current value
$512,429
Previous $447,000
10.29%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding FCVT
# of Institutions
63Shares Held
1.59MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC169KShares$7.52 Million0.0% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL164KShares$7.28 Million0.12% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE143KShares$6.36 Million0.3% of portfolio
-
Jane Street Group, LLC New York, NY133KShares$5.92 Million0.0% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$5.38 Million0.78% of portfolio