Midwest Heritage Bank, Fsb First Tr Large Cap Value Transaction History
Midwest Heritage Bank, Fsb
- $212 Million
- Q3 2024
A detailed history of Midwest Heritage Bank, Fsb transactions in First Tr Large Cap Value stock. As of the latest transaction made, Midwest Heritage Bank, Fsb holds 185,042 shares of FTA stock, worth $14.5 Million. This represents 6.9% of its overall portfolio holdings.
Number of Shares
185,042
Previous 187,638
1.38%
Holding current value
$14.5 Million
Previous $13.8 Million
6.02%
% of portfolio
6.9%
Previous 6.99%
Shares
12 transactions
Others Institutions Holding FTA
# of Institutions
209Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$165 Million0.01% of portfolio
-
Ubs Group Ag979KShares$76.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$62.9 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$42.7 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$29.3 Million8.74% of portfolio