Sky Oak Wealth, LLC First Trust Dorsey Wright Focu Transaction History
Sky Oak Wealth, LLC
- $417 Million
- Q1 2024
A detailed history of Sky Oak Wealth, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 119,485 shares of FV stock, worth $6.84 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
119,485
Previous 119,841
0.3%
Holding current value
$6.84 Million
Previous $6.18 Million
10.7%
% of portfolio
1.64%
Previous 1.61%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
297Shares Held
41.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.72MShares$385 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.17MShares$239 Million0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA4.16MShares$239 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$165 Million0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL1.7MShares$97.2 Million0.07% of portfolio