Wealth Management Partners, LLC First Tr Multi Cap Growth Alph Transaction History
Wealth Management Partners, LLC
- $203 Million
- Q2 2024
A detailed history of Wealth Management Partners, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Wealth Management Partners, LLC holds 21,910 shares of FAD stock, worth $2.91 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
21,910
Previous 21,843
0.31%
Holding current value
$2.91 Million
Previous $2.72 Million
0.88%
% of portfolio
1.33%
Previous 1.4%
Shares
4 transactions
Others Institutions Holding FAD
# of Institutions
60Shares Held
910KCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL133KShares$17.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY97.1KShares$12.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.6KShares$11 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC77.7KShares$10.3 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY54.9KShares$7.3 Million0.0% of portfolio