Tpg Financial Advisors, LLC First Trust Developed Markets Transaction History
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
A detailed history of Tpg Financial Advisors, LLC transactions in First Trust Developed Markets stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 39,813 shares of FDT stock, worth $2.32 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
39,813
Previous 40,655
2.07%
Holding current value
$2.32 Million
Previous $2.04 Million
2.35%
% of portfolio
1.11%
Previous 1.1%
Shares
5 transactions
Others Institutions Holding FDT
# of Institutions
122Shares Held
5.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$62 Million0.0% of portfolio
-
Envestnet Asset Management Inc475KShares$27.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC437KShares$25.4 Million0.01% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR377KShares$21.9 Million0.52% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$21.2 Million0.0% of portfolio