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 $467,347. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,510
Previous 7,530
0.27%
Holding current value
$467,347
Previous $312,000
1.28%
% of portfolio
0.53%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
328Shares Held
42.2MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$428 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$261 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$258 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$175 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$104 Million0.06% of portfolio