Wealthsource Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Wealthsource Partners, LLC holds 343,635 shares of FTSM stock, worth $20.6 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
343,635
Previous 246,393
39.47%
Holding current value
$20.6 Million
Previous $14.6 Million
40.03%
% of portfolio
1.35%
Previous 1.01%
Shares
24 transactions
Others Institutions Holding FTSM
# of Institutions
474Shares Held
87.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY13.4MShares$804 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.14MShares$549 Million0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA7.27MShares$436 Million0.1% of portfolio
-
Ubs Group Ag3.36MShares$201 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.19MShares$192 Million0.07% of portfolio