Sky Oak Wealth, LLC First Trust Dorsey Wright Focu Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
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 108,560 shares of FV stock, worth $6.6 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
108,560
Previous 112,235
3.27%
Holding current value
$6.6 Million
Previous $6.65 Million
1.07%
% of portfolio
1.28%
Previous 1.35%
Shares
10 transactions
Others Institutions Holding FV
# of Institutions
350Shares Held
42.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.01MShares$366 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$272 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$224 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.48MShares$151 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.26MShares$137 Million0.05% of portfolio