Aprio Wealth Management, LLC First Tr Large Cap Value Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
A detailed history of Aprio Wealth Management, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,805 shares of FTA stock, worth $234,638. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,805
Previous 2,792
0.47%
Holding current value
$234,638
Previous $219,000
6.39%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
227Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.05MShares$172 Million0.01% of portfolio
-
Ubs Group Ag969KShares$81.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC924KShares$77.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc407KShares$34 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC346KShares$29 Million0.0% of portfolio