Congress Wealth Management LLC First Trust Dorsey Wright Focu Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,234 shares of FV stock, worth $451,058. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,234
Previous 8,234
-0.0%
Holding current value
$451,058
Previous $479,000
1.46%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$365 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$245 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$224 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$156 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$146 Million0.06% of portfolio