Tria Gen Wealth Management LLC First Tr Exchange Traded Fd Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 40,132 shares of FXD stock, worth $2.65 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
40,132
Previous 39,848
0.71%
Holding current value
$2.65 Million
Previous $2.39 Million
6.37%
% of portfolio
0.93%
Previous 1.0%
Shares
14 transactions
Others Institutions Holding FXD
# of Institutions
142Shares Held
21.5MCall Options Held
0Put Options Held
0-
First Trust Advisors LP Wheaton, IL12MShares$794 Million0.75% of portfolio
-
Wells Fargo & Company San Francisco, CA1.77MShares$117 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.53MShares$101 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL396KShares$26.2 Million0.03% of portfolio
-
O'Dell Group, LLC Cincinnati, OH344KShares$22.7 Million5.14% of portfolio