Strategic Wealth Advisors Group, LLC First Trust Dorsey Wright Inte Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 48,659 shares of IFV stock, worth $943,498. This represents 0.03% of its overall portfolio holdings.
Number of Shares
48,659
Previous 48,388
0.56%
Holding current value
$943,498
Previous $857,000
8.52%
% of portfolio
0.03%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding IFV
# of Institutions
57Shares Held
7.23MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.1MShares$40.8 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$21.1 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL697KShares$13.5 Million0.43% of portfolio
-
Wells Fargo & Company San Francisco, CA487KShares$9.45 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA475KShares$9.22 Million0.07% of portfolio