Towerpoint Wealth, LLC First Trust Developed Markets Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 27,729 shares of FDT stock, worth $1.65 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
27,729
Previous 26,280
5.51%
Holding current value
$1.65 Million
Previous $1.52 Million
1.06%
% of portfolio
0.75%
Previous 0.72%
Shares
25 transactions
Others Institutions Holding FDT
# of Institutions
135Shares Held
5.74MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.04MShares$62.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC476KShares$28.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc468KShares$27.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA279KShares$16.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL233KShares$13.9 Million0.0% of portfolio