Strategic Planning Group, LLC First Trust Capital Strength E Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Strategic Planning Group, LLC holds 137,270 shares of FTCS stock, worth $12.2 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
137,270
Previous 131,719
4.21%
Holding current value
$12.2 Million
Previous $11.1 Billion
12.6%
% of portfolio
2.46%
Previous 2.42%
Shares
4 transactions
Others Institutions Holding FTCS
# of Institutions
525Shares Held
61.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.37MShares$656 Million0.31% of portfolio
-
Morgan Stanley New York, NY6.41MShares$570 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$315 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$292 Million0.41% of portfolio
-
International Assets Investment Management, LLC Orlando, FL3.12MShares$278 Million0.09% of portfolio