Private Client Services, LLC First Tr Large Cap Value Transaction History
Private Client Services, LLC
- $299 Billion
- Q3 2025
A detailed history of Private Client Services, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Private Client Services, LLC holds 3,660 shares of FTA stock, worth $306,159. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,660
Previous 3,778
3.12%
Holding current value
$306,159
Previous $297 Million
2.66%
% of portfolio
0.1%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
227Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.05MShares$172 Million0.01% of portfolio
-
Ubs Group Ag969KShares$81.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC924KShares$77.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc407KShares$34 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC346KShares$29 Million0.0% of portfolio