Philip James Wealth Mangement, LLC First Tr Long/Short Equity ETF Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in First Tr Long/Short Equity ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 116,001 shares of FTLS stock, worth $7.44 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
116,001
Previous 102,707
12.94%
Holding current value
$7.44 Million
Previous $6.33 Billion
14.65%
% of portfolio
4.83%
Previous 4.49%
Shares
3 transactions
Others Institutions Holding FTLS
# of Institutions
199Shares Held
17.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.45MShares$285 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.68MShares$108 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.56MShares$100 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN950KShares$61 Million0.02% of portfolio
-
Envestnet Asset Management Inc523KShares$33.5 Million0.01% of portfolio