Affinity Wealth Management LLC First Trust Dorsey Wright Focu Transaction History
Affinity Wealth Management LLC
- $509 Million
- Q3 2024
A detailed history of Affinity Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Affinity Wealth Management LLC holds 134,139 shares of FV stock, worth $8.12 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
134,139
Previous 139,056
3.54%
Holding current value
$8.12 Million
Previous $7.96 Million
1.85%
% of portfolio
1.54%
Previous 1.6%
Shares
17 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$416 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$253 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.14MShares$250 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$170 Million0.25% of portfolio
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Raymond James & Associates St Petersburg, FL1.67MShares$101 Million0.06% of portfolio