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 $289,550. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,579
Previous 5,579
-0.0%
Holding current value
$289,550
Previous $319,000
1.88%
% of portfolio
0.07%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding FV
# of Institutions
351Shares Held
46.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$345 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$232 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$213 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$148 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$138 Million0.06% of portfolio