Schneider Downs Wealth Management Advisors, LP First Trust Dorsey Wright Focu Transaction History
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 2024
A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 3,920 shares of FV stock, worth $235,709. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,920
Previous 3,919
0.03%
Holding current value
$235,709
Previous $228,000
1.32%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
351Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$400 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$268 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$246 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$171 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$160 Million0.06% of portfolio