Wealth Effects LLC First Tr Exchange Traded Fd Transaction History
Wealth Effects LLC
- $241 Million
- Q2 2025
A detailed history of Wealth Effects LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Wealth Effects LLC holds 6,956 shares of EDOW stock, worth $269,266. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,956
Previous 7,085
1.82%
Holding current value
$269,266
Previous $256,000
3.91%
% of portfolio
0.11%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding EDOW
# of Institutions
71Shares Held
4.94MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$41.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY788KShares$30.5 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.679KShares$26.3 Million0.08% of portfolio
-
Vestmark Advisory Solutions, Inc.313KShares$12.1 Million0.32% of portfolio
-
Commonwealth Equity Services, LLC202KShares$7.83 Million0.01% of portfolio