West Oak Capital, LLC First Trust Us Equity Opportun Transaction History
West Oak Capital, LLC
- $235 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding FPX
# of Institutions
173Shares Held
3.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY583KShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC339KShares$34 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA260KShares$26.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL130KShares$13.1 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC127KShares$12.7 Million0.0% of portfolio