Sweet Financial Partners, LLC First Trust Dorsey Wright Focu Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 5,579 shares of FV stock, worth $329,105. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,579
Previous 5,579
-0.0%
Holding current value
$329,105
Previous $319,000
1.88%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FV
# of Institutions
324Shares Held
42.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$247 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$244 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$166 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$98.6 Million0.06% of portfolio