Sweet Financial Partners, LLC First Trust Dorsey Wright Focu Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 5,579 shares of FV stock, worth $305,617. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,579
Previous 5,579
-0.0%
Holding current value
$305,617
Previous $319,000
1.88%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$365 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$245 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$224 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$156 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$146 Million0.06% of portfolio