Wealth Trust Asset Management, LLC First Tr Large Cap Value Transaction History
Wealth Trust Asset Management, LLC
- $135 Million
- Q2 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 4,315 shares of FTA stock, worth $341,575. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,315
Previous 4,335
0.46%
Holding current value
$341,575
Previous $331,000
4.23%
% of portfolio
0.23%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding FTA
# of Institutions
205Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$167 Million0.01% of portfolio
-
Ubs Group Ag979KShares$77.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.6 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.2 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$30 Million9.89% of portfolio