Daymark Wealth Partners, LLC First Trust Mid Cap Value Alph Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in First Trust Mid Cap Value Alph stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 5,574 shares of FNK stock, worth $298,654. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,574
Previous 5,525
0.89%
Holding current value
$298,654
Previous $282,000
7.45%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNK
# of Institutions
61Shares Held
2.84MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ1.3MShares$69.6 Million7.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC263KShares$14.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA248KShares$13.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY238KShares$12.8 Million0.0% of portfolio
-
Gladstone Institutional Advisory LLC Boca Raton, FL66.4KShares$3.56 Million0.18% of portfolio