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 $250,399. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,571
Previous 4,569
0.04%
Holding current value
$250,399
Previous $261,000
1.92%
% of portfolio
0.05%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding FV
# of Institutions
355Shares 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