Wealth Effects LLC First Trust Small Cap Growth A Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
A detailed history of Wealth Effects LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Wealth Effects LLC holds 3,482 shares of FYC stock, worth $264,248. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,482
Previous 3,057
13.9%
Holding current value
$264,248
Previous $201,000
28.36%
% of portfolio
0.1%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding FYC
# of Institutions
84Shares Held
2.81MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC471KShares$35.7 Million0.02% of portfolio
-
First Trust Advisors LP Wheaton, IL271KShares$20.5 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$15.9 Million4.52% of portfolio
-
Royal Bank Of Canada Toronto, A6170KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY168KShares$12.7 Million0.0% of portfolio