Tcfg Wealth Management, LLC First Tr Large Cap Value Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 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 13,971 shares of FTA stock, worth $1.14 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
13,971
Previous 13,997
0.19%
Holding current value
$1.14 Million
Previous $1.07 Billion
2.3%
% of portfolio
0.5%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.07MShares$169 Million0.01% of portfolio
-
Ubs Group Ag974KShares$79.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC872KShares$71.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc415KShares$33.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$28 Million0.0% of portfolio