Schneider Downs Wealth Management Advisors, LP First Trust Dorsey Wright Focu Transaction History
Schneider Downs Wealth Management Advisors, LP
- $478 Million
- Q3 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 3,919 shares of FV stock, worth $229,261. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,919
Previous 3,919
-0.0%
Holding current value
$229,261
Previous $224,000
1.79%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
326Shares Held
42.3MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$402 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$245 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$242 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$165 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$97.8 Million0.06% of portfolio