Beaird Harris Wealth Management, LLC First Trust Us Equity Opportun Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 274 shares of FPX stock, worth $43,075. This represents 0.0% of its overall portfolio holdings.
Number of Shares
274
Previous 274
-0.0%
Holding current value
$43,075
Previous $39,000
15.38%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
221Shares Held
3.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY660KShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC486KShares$76.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA329KShares$51.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL157KShares$24.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$17.8 Million0.0% of portfolio