Tcfg Wealth Management, LLC First Tr Large Cap Value Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 13,997 shares of FTA stock, worth $1.01 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
13,997
Previous 14,505
3.5%
Holding current value
$1.01 Million
Previous $1.11 Billion
3.17%
% of portfolio
0.54%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$157 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$72.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$61.2 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$32.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$30.1 Million0.01% of portfolio