Bernardo Wealth Planning LLC First Trust Capital Strength E Transaction History
Bernardo Wealth Planning LLC
- $418 Million
- Q1 2025
A detailed history of Bernardo Wealth Planning LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 59,009 shares of FTCS stock, worth $5.1 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
59,009
Previous 59,875
1.45%
Holding current value
$5.1 Million
Previous $5.26 Million
0.55%
% of portfolio
1.27%
Previous 1.25%
Shares
21 transactions
Others Institutions Holding FTCS
# of Institutions
563Shares Held
65.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.54MShares$652 Million0.28% of portfolio
-
Morgan Stanley New York, NY6.21MShares$536 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.63MShares$486 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA3.48MShares$301 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$284 Million0.41% of portfolio