Trace Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 3,750 shares of FV stock, worth $209,812. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,750Holding current value
$209,812% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding FV
# of Institutions
354Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$372 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC4.47MShares$250 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA4.09MShares$229 Million0.06% of portfolio
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Commonwealth Equity Services, LLC2.85MShares$159 Million0.25% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.66MShares$149 Million0.06% of portfolio