Sweet Financial Partners, LLC First Tr Small Cap Core Alphad Transaction History
Sweet Financial Partners, LLC
- $420 Million
- Q1 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 39,050 shares of FYX stock, worth $3.53 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
39,050
Previous 33,835
15.41%
Holding current value
$3.53 Million
Previous $3.1 Million
17.57%
% of portfolio
0.87%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding FYX
# of Institutions
148Shares Held
6.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY702KShares$63.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA582KShares$52.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC537KShares$48.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC453KShares$41 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6385KShares$34.8 Million0.01% of portfolio