Sky Oak Wealth, LLC First Tr Exchange Traded Fd Iv Transaction History
Sky Oak Wealth, LLC
- $427 Million
- Q2 2024
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 11,636 shares of FCVT stock, worth $412,612. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,636
Previous 12,366
5.9%
Holding current value
$412,612
Previous $421,000
6.41%
% of portfolio
0.09%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding FCVT
# of Institutions
46Shares Held
1.25MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC188KShares$6.65 Million0.0% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL157KShares$5.57 Million0.17% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.29 Million0.78% of portfolio
-
Morgan Stanley New York, NY119KShares$4.23 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL92.7KShares$3.29 Million0.0% of portfolio