Colonial River Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History
Colonial River Wealth Management, LLC
- $246 Million
- Q3 2025
A detailed history of Colonial River Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 25,676 shares of FV stock, worth $1.56 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
25,676
Previous 23,265
10.36%
Holding current value
$1.56 Million
Previous $1.38 Million
15.31%
% of portfolio
0.65%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding FV
# of Institutions
350Shares Held
42.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.01MShares$366 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$272 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$224 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.48MShares$151 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.26MShares$137 Million0.05% of portfolio