Mascoma Wealth Management LLC First Tr Exchange Traded Fd Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
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 $11,538. This represents 0.0% of its overall portfolio holdings.
Number of Shares
177
Previous 177
-0.0%
Holding current value
$11,538
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding FXD
# of Institutions
127Shares Held
3.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY529KShares$34.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA496KShares$32.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$25.8 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL256KShares$16.7 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL245KShares$15.9 Million0.01% of portfolio