Clearstead Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,435 shares of FV stock, worth $146,416. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,435
Previous 2,435
-0.0%
Holding current value
$146,416
Previous $141,000
1.42%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FV
# of Institutions
351Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$400 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$268 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$246 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$171 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$160 Million0.06% of portfolio