Sky Oak Wealth, LLC First Trust Dorsey Wright Focu Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
A detailed history of Sky Oak Wealth, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 117,437 shares of FV stock, worth $6.87 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
117,437
Previous 117,703
0.23%
Holding current value
$6.87 Million
Previous $6.74 Million
1.53%
% of portfolio
1.54%
Previous 1.58%
Shares
6 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