Potentia Wealth First Tr Large Cap Core Alphde Transaction History
Potentia Wealth
- $262 Billion
- Q3 2025
A detailed history of Potentia Wealth transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Potentia Wealth holds 11,274 shares of FEX stock, worth $1.3 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
11,274
Previous 12,070
6.59%
Holding current value
$1.3 Million
Previous $1.33 Billion
0.77%
% of portfolio
0.5%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding FEX
# of Institutions
236Shares Held
7.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$130 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$116 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$58.8 Million0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA503KShares$58.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL279KShares$32.2 Million0.01% of portfolio