Simplicity Wealth,Llc First Trust Dorsey Wright Focu Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,618 shares of FV stock, worth $458,070. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,618
Previous 7,649
0.41%
Holding current value
$458,070
Previous $445,000
0.9%
% of portfolio
0.1%
Previous 0.04%
Shares
4 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