Wealth Shield Partners, LLC First Trust Dorsey Wright Inte Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$16.87 - $20.34 $24,933 - $30,062	-1,478 Closed	0 $0
Q4 2017 Apr 18, 2018	BUY	$21.4 - $22.26 $31,629 - $32,900	1,478	1,478 $33,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.23M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.1M
Shares

$40.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.4 Million
0.43% of portfolio
Wells Fargo & Company San Francisco, CA

487K
Shares

$9.38 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

475K
Shares

$9.15 Million
0.07% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.