Element Wealth, LLC First Trust Dorsey Wright Inte Call Options Transaction History

Element Wealth, LLC

$187 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IFV

# of Institutions

54

Shares Held

7.22M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$41 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.3 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

701K
Shares

$13.7 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.5 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.27 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.