Jpl Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
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 $236,487. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,199
Previous 4,199
-0.0%
Holding current value
$236,487
Previous $240 Million
3.13%
% of portfolio
0.07%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$375 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$251 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$231 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$160 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$150 Million0.06% of portfolio