Mascoma Wealth Management LLC First Tr Exchange Traded Fd Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 177 shares of FXD stock, worth $9,581. This represents 0.0% of its overall portfolio holdings.
Number of Shares
177
Previous 177
-0.0%
Holding current value
$9,581
Previous $11,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FXD
# of Institutions
148Shares Held
22MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12.5MShares$677 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$95.7 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$83.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL628KShares$34 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$21.5 Million0.03% of portfolio