Zrc Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 386 shares of IFV stock, worth $7,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

386

Holding current value

$7,469

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$19.09 - $20.83 $7,368 - $8,040	386 New	386 $7.4 Million

Others Institutions Holding IFV

# of Institutions

Shares Held

7.23M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.1M
Shares

$40.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.1 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.5 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.43 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.2 Million
0.07% of portfolio

View Full List

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

More about IFV

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Zrc Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History