Wr Wealth Planners, LLC First Trust Dorsey Wright Inte Put Options Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IFV

# of Institutions

55

Shares Held

8.53M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$41.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.3M
Shares

$25.6 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.4 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

701K
Shares

$13.7 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.55 Million
0.0% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.