Veritable, L.P. First Tr Lge Cap Growth Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$96.28 - $110.18 $245,995 - $281,509	-2,555 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$77.47 - $88.68 $197,935 - $226,577	2,555 New	2,555 $215,000

Others Institutions Holding FTC

# of Institutions

203

Shares Held

6.31M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

833K
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

715K
Shares

$103 Million
0.04% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$75.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

443K
Shares

$64 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$62.2 Million
0.16% of portfolio

About FIRST TR LGE CAP GROWTH

Ticker FTC
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