1900 Wealth Management LLC First Tr Large Cap Value Transaction History
1900 Wealth Management LLC
- $1.09 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$167 Million0.01% of portfolio
-
Ubs Group Ag878KShares$71 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$64.4 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$44.1 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$30.2 Million8.74% of portfolio