Wmg Financial Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 2024
A detailed history of Wmg Financial Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,432 shares of FV stock, worth $328,690. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,432
Previous 5,432
-0.0%
Holding current value
$328,690
Previous $311,000
1.61%
% of portfolio
0.15%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding FV
# of Institutions
327Shares Held
42.6MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$416 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$253 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$250 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$170 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL1.67MShares$101 Million0.06% of portfolio