Willner & Heller, LLC First Tr Multi Cap Growth Alph Transaction History
Willner & Heller, LLC
- $109 Million
- Q3 2024
A detailed history of Willner & Heller, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Willner & Heller, LLC holds 3,913 shares of FAD stock, worth $537,724. This represents 0.48% of its overall portfolio holdings.
Number of Shares
3,913
Previous 3,760
4.07%
Holding current value
$537,724
Previous $462,000
12.99%
% of portfolio
0.48%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding FAD
# of Institutions
62Shares Held
862KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.1KShares$13.3 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$11.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC82.6KShares$11.3 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC64KShares$8.79 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY54.9KShares$7.55 Million0.0% of portfolio