Partners Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Partners Wealth Management, LLC holds 2,874 shares of FYX stock, worth $309,299. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,874
Previous 2,874 -0.0%
Holding current value
$309,299
Previous $261 Million 20.16%
% of portfolio
0.31%
Previous 0.3%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$96.51 - $110.53 $277,369 - $317,663
2,874 New
2,874 $290 Million

Others Institutions Holding FYX

# of Institutions
172
Shares Held
6.03M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email