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
78Shares Held
2.71MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$16.9 Million1.55% of portfolio
-
Sawtooth Solutions, LLC274KShares$16 Million0.41% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC256KShares$15 Million3.11% of portfolio
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Wells Fargo & Company San Francisco, CA241KShares$14.1 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC237KShares$13.8 Million0.01% of portfolio