Topsail Wealth Management, LLC First Trust Dorsey Wright Inte Transaction History
Topsail Wealth Management, LLC
- $591 Billion
- Q3 2025
A detailed history of Topsail Wealth Management, LLC transactions in First Trust Dorsey Wright Inte stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 6,900 shares of IFV stock, worth $168,222. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,900
Previous 6,900
-0.0%
Holding current value
$168,222
Previous $158 Million
6.81%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IFV
# of Institutions
54Shares Held
6.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.65MShares$40.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.09MShares$26.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA724KShares$17.7 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA529KShares$12.9 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL319KShares$7.78 Million0.0% of portfolio