West Oak Capital, LLC First Trust Us Equity Opportun Transaction History
West Oak Capital, LLC
- $2.83 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding FPX
# of Institutions
200Shares Held
3.26MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY570KShares$69.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$33.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$31 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC142KShares$17.3 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL119KShares$14.4 Million0.01% of portfolio