Tcfg Wealth Management, LLC First Tr Large Cap Value Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 13,997 shares of FTA stock, worth $1.1 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
13,997
Previous 14,505
3.5%
Holding current value
$1.1 Million
Previous $1.11 Billion
3.17%
% of portfolio
0.54%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
218Shares Held
11.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$168 Million0.01% of portfolio
-
Ubs Group Ag955KShares$74.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$67.8 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$33.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$23.7 Million0.0% of portfolio