Sound View Wealth Advisors Group, LLC First Trust Dorsey Wright Focu Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,762 shares of FV stock, worth $378,333. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,762
Previous 3,699
82.81%
Holding current value
$378,333
Previous $215,000
85.58%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$372 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$250 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$229 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$159 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$149 Million0.06% of portfolio