Bordeaux Wealth Advisors LLC First Tr Large Cap Core Alphde Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,560 shares of FEX stock, worth $411,073. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,560
Previous 3,560
-0.0%
Holding current value
$411,073
Previous $364,000
7.42%
% of portfolio
0.05%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
236Shares Held
7.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$130 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$116 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$58.8 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA503KShares$58.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL279KShares$32.2 Million0.01% of portfolio