Wealthpoint, LLC First Tr Exch Trd Fd Viii Firs Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
A detailed history of Wealthpoint, LLC transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Wealthpoint, LLC holds 11,838 shares of DEED stock, worth $255,227. This represents 0.1% of its overall portfolio holdings.
Number of Shares
11,838
Previous 14,289
17.15%
Holding current value
$255,227
Previous $305,000
22.62%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding DEED
# of Institutions
45Shares Held
3MCall Options Held
0Put Options Held
0-
Gds Wealth Management1.08MShares$23.3 Million1.56% of portfolio
-
Guided Capital Wealth Management, LLC Houston, TX335KShares$7.22 Million6.13% of portfolio
-
New Edge Advisors, LLC New Orleans, LA239KShares$5.15 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL165KShares$3.56 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL148KShares$3.2 Million0.0% of portfolio