Gilliland Jeter Wealth Management LLC First Trust Dorsey Wright Focu Transaction History
Gilliland Jeter Wealth Management LLC
- $307 Billion
- Q2 2025
A detailed history of Gilliland Jeter Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 14,734 shares of FV stock, worth $910,561. This represents 0.28% of its overall portfolio holdings.
Number of Shares
14,734
Previous 14,710
0.16%
Holding current value
$910,561
Previous $807 Million
8.2%
% of portfolio
0.28%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$385 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$273 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$243 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$176 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$146 Million0.05% of portfolio