Wealth Effects LLC First Tr Exchange Traded Fd Transaction History
Wealth Effects LLC
- $268 Million
- Q3 2025
A detailed history of Wealth Effects LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Wealth Effects LLC holds 6,957 shares of EDOW stock, worth $283,358. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,957
Previous 6,956
0.01%
Holding current value
$283,358
Previous $266,000
4.14%
% of portfolio
0.1%
Previous 0.11%
Shares
16 transactions
Others Institutions Holding EDOW
# of Institutions
77Shares Held
4.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.08MShares$44 Million0.01% of portfolio
-
Morgan Stanley New York, NY789KShares$32.1 Million0.0% of portfolio
-
Vestmark Advisory Solutions, Inc.270KShares$11 Million0.23% of portfolio
-
Commonwealth Equity Services, LLC207KShares$8.44 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA200KShares$8.16 Million0.04% of portfolio