Strategic Asset Management, LLC First Trust Dorsey Wright Focu Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Strategic Asset Management, LLC holds 7,510 shares of FV stock, worth $436,706. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,510
Previous 7,530
0.27%
Holding current value
$436,706
Previous $312,000
1.28%
% of portfolio
0.53%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$387 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$260 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$238 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$166 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$155 Million0.06% of portfolio