Wealthsource Partners, LLC First Tr ETF Viii Low Duration Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in First Tr ETF Viii Low Duration stock. As of the latest transaction made, Wealthsource Partners, LLC holds 26,245 shares of LDSF stock, worth $492,356. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,245
Previous 26,245
-0.0%
Holding current value
$492,356
Previous $481,000
2.7%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding LDSF
# of Institutions
59Shares Held
3.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC542KShares$10.2 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6420KShares$7.88 Million0.0% of portfolio
-
Cedrus LLC Littleton, CO382KShares$7.16 Million3.91% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI284KShares$5.33 Million0.3% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA283KShares$5.3 Million0.15% of portfolio