Private Wealth Asset Management, LLC First Trust Small Cap Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 3,100 shares of FYT stock, worth $168,609. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,100
Previous 3,100
-0.0%
Holding current value
$168,609
Previous $156 Million
99.89%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FYT
# of Institutions
73Shares Held
2.15MCall Options Held
0Put Options Held
0-
Sawtooth Solutions, LLC274KShares$14.9 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC211KShares$11.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA180KShares$9.81 Million0.0% of portfolio
-
Blueprint Financial Advisors LLC Greensboto, NC176KShares$9.58 Million2.13% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC176KShares$9.58 Million1.61% of portfolio