Us Advisors Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 6,058 shares of FEX stock, worth $660,806. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,058
Previous 7,242
16.35%
Holding current value
$660,806
Previous $752,000
15.96%
% of portfolio
0.21%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding FEX
# of Institutions
220Shares Held
7.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$86.3 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$55.5 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$51.2 Million0.01% of portfolio
-
Ubs Group Ag235KShares$25.7 Million0.01% of portfolio