Archetype Wealth Partners First Tr Large Cap Core Alphde Transaction History
Archetype Wealth Partners
- $690 Million
- Q3 2024
A detailed history of Archetype Wealth Partners transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Archetype Wealth Partners holds 6,414 shares of FEX stock, worth $697,009. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,414
Previous 6,418
0.06%
Holding current value
$697,009
Previous $622,000
7.4%
% of portfolio
0.1%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding FEX
# of Institutions
220Shares Held
7.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$85.9 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$55.3 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$51 Million0.01% of portfolio
-
Ubs Group Ag235KShares$25.6 Million0.01% of portfolio