Tsa Wealth Managment LLC First Tr Exchange Traded Fd Iv Transaction History
Tsa Wealth Managment LLC
- $274 Billion
- Q2 2025
A detailed history of Tsa Wealth Managment LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 7,098 shares of FCVT stock, worth $279,732. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,098
Previous 6,915
2.65%
Holding current value
$279,732
Previous $241 Million
14.11%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FCVT
# of Institutions
62Shares Held
1.82MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$12 Million0.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL273KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC165KShares$6.49 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE143KShares$5.64 Million0.3% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.77 Million0.78% of portfolio