Strategies Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Strategies Wealth Advisors, LLC
- $687 Billion
- Q2 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,628 shares of FV stock, worth $211,222. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,628
Previous 4,344
16.48%
Holding current value
$211,222
Previous $249 Million
16.43%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
310Shares Held
42.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.68MShares$389 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.21MShares$245 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA4.21MShares$245 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.88MShares$168 Million0.26% of portfolio
-
Ubs Group Ag1.79MShares$104 Million0.03% of portfolio