Walkner Condon Financial Advisors LLC First Tr Large Cap Value Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,011 shares of FTA stock, worth $308,766. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,011
Previous 4,020
0.22%
Holding current value
$308,766
Previous $307,000
3.91%
% of portfolio
0.06%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding FTA
# of Institutions
200Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$163 Million0.01% of portfolio
-
Ubs Group Ag984KShares$75.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$66.7 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$42.4 Million0.02% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$29.2 Million9.89% of portfolio