Jpl Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Jpl Wealth Management, LLC
- $421 Billion
- Q3 2025
A detailed history of Jpl Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 4,199 shares of FV stock, worth $255,341. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$255,341
Previous $249 Million
4.49%
% of portfolio
0.06%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
350Shares Held
42.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.01MShares$366 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$272 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$224 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.48MShares$151 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.26MShares$137 Million0.05% of portfolio