Wealthsource Partners, LLC First Trust Small Cap Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding FYT
# of Institutions
72Shares Held
2.02MCall Options Held
0Put Options Held
0-
Sawtooth Solutions, LLC274KShares$14.8 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC196KShares$10.6 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA185KShares$9.99 Million0.0% of portfolio
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Morgan Stanley New York, NY157KShares$8.51 Million0.0% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC122KShares$6.6 Million1.26% of portfolio