Brass Tax Wealth Management, Inc First Trust Dorsey Wright Focu Transaction History

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 66,348 shares of FV stock, worth $4.13 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
66,348
Previous 65,817 0.81%
Holding current value
$4.13 Million
Previous $3.77 Billion 99.9%
% of portfolio
1.53%
Previous 1.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024
BUY
$51.35 - $59.82 $27,266 - $31,764
531 Added 0.81%
66,348 $3.87 Million
Q2 2024

Dec 12, 2024
BUY
$52.41 - $57.79 $3.45 Million - $3.8 Million
65,817 New
65,817 $3.77 Billion
Q1 2024

Jul 31, 2024
BUY
$49.64 - $57.23 $3.29 Million - $3.8 Million
66,334 New
66,334 $3.8 Billion

Others Institutions Holding FV

# of Institutions
331
Shares Held
42.4M
Call Options Held
4.6K
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email