Wealth Effects LLC First Tr Small Cap Core Alphad Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
A detailed history of Wealth Effects LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Wealth Effects LLC holds 2,958 shares of FYX stock, worth $315,027. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,958
Previous 2,958
-0.0%
Holding current value
$315,027
Previous $267,000
10.11%
% of portfolio
0.12%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding FYX
# of Institutions
150Shares Held
6.15MCall Options Held
2.3KPut Options Held
0-
Morgan Stanley New York, NY705KShares$75.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA580KShares$61.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$53.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC451KShares$48.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6398KShares$42.4 Million0.01% of portfolio