Potentia Wealth First Tr Small Cap Core Alphad Transaction History
Potentia Wealth
- $262 Billion
- Q3 2025
A detailed history of Potentia Wealth transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Potentia Wealth holds 7,565 shares of FYX stock, worth $814,145. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,565
Previous 8,344
9.34%
Holding current value
$814,145
Previous $812 Million
1.57%
% of portfolio
0.31%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY625KShares$67.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$63.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA561KShares$60.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6533KShares$57.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC384KShares$41.3 Million0.0% of portfolio