Worth Financial Advisory Group, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Alger ETF Tr Mid Cap 40 ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 16,578 shares of FRTY stock, worth $294,259. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,578
Previous 14,769
12.25%
Holding current value
$294,259
Previous $253 Million
22.62%
% of portfolio
0.19%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding FRTY
# of Institutions
20Shares Held
2.31MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC936KShares$16.6 Million0.04% of portfolio
-
Fred Alger Management, LLC New York, NY290KShares$5.16 Million0.03% of portfolio
-
Ubs Group Ag264KShares$4.68 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC146KShares$2.59 Million0.62% of portfolio
-
Stifel Financial Corp St. Louis, MO143KShares$2.53 Million0.0% of portfolio