Db Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History
Db Wealth Management Group, LLC
- $169 Million
- Q4 2023
A detailed history of Db Wealth Management Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 90,406 shares of FV stock, worth $5.47 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
90,406
Previous 130,609
30.78%
Holding current value
$5.47 Million
Previous $5.79 Million
19.45%
% of portfolio
2.76%
Previous 3.78%
Shares
13 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$416 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$253 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$250 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.81MShares$170 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$101 Million0.06% of portfolio