Stonebridge Financial Planning Group, LLC First Trust Small Cap Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding FYT
# of Institutions
78Shares Held
2.74MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$14.7 Million3.46% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC289KShares$14.6 Million3.0% of portfolio
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Sawtooth Solutions, LLC274KShares$13.9 Million0.41% of portfolio
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Lpl Financial LLC Fort Mill, SC229KShares$11.6 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA222KShares$11.2 Million0.0% of portfolio