Wealth Effects LLC First Tr Exchange Traded Fd Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
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 7,582 shares of EDOW stock, worth $279,472. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,582
Previous 7,581
0.01%
Holding current value
$279,472
Previous $253,000
7.51%
% of portfolio
0.11%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding EDOW
# of Institutions
67Shares Held
4.09MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$35 Million0.02% of portfolio
-
Morgan Stanley New York, NY899KShares$33.1 Million0.0% of portfolio
-
Vestmark Advisory Solutions, Inc.338KShares$12.5 Million0.5% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC221KShares$8.15 Million6.21% of portfolio
-
Commonwealth Equity Services, LLC162KShares$5.96 Million0.01% of portfolio