Kowal Investment Group, LLC First Trust Dorsey Wright Focu Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kowal Investment Group, LLC holds 4,571 shares of FV stock, worth $237,234. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,571
Previous 4,569
0.04%
Holding current value
$237,234
Previous $261,000
1.92%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding FV
# of Institutions
347Shares Held
46.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$345 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$232 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$213 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$148 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$138 Million0.06% of portfolio