Wealth Shield Partners, LLC First Trust Dorsey Wright Focu Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 2,162 shares of FV stock, worth $128,920. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,162
Previous 2,161
0.05%
Holding current value
$128,920
Previous $125,000
1.6%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding FV
# of Institutions
353Shares Held
46MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$397 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$266 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$244 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$170 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$159 Million0.06% of portfolio