Twelve Points Wealth Management LLC First Tr Exchange Trd Fd Ii Fi Transaction History
Twelve Points Wealth Management LLC
- $307 Million
- Q3 2024
A detailed history of Twelve Points Wealth Management LLC transactions in First Tr Exchange Trd Fd Ii Fi stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 89,705 shares of FGD stock, worth $2 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
89,705
Previous 82,560
8.65%
Holding current value
$2 Million
Previous $1.84 Million
18.5%
% of portfolio
0.71%
Previous 0.67%
Shares
12 transactions
Others Institutions Holding FGD
# of Institutions
135Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.46MShares$32.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.42MShares$31.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY958KShares$21.3 Million0.0% of portfolio
-
Ae Wealth Management LLC889KShares$19.8 Million0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN824KShares$18.3 Million0.01% of portfolio