Sky Oak Wealth, LLC First Trust Dorsey Wright Focu Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 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 114,926 shares of FV stock, worth $6.36 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
114,926
Previous 117,437
2.14%
Holding current value
$6.36 Million
Previous $6.84 Million
0.82%
% of portfolio
1.46%
Previous 1.54%
Shares
7 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$369 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$247 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$227 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$158 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$147 Million0.06% of portfolio