Cape Investment Advisory, Inc. First Tr Exchange Traded Fd Vi Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding YJUN
# of Institutions
54Shares Held
6.26MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.36MShares$30.7 Million0.04% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.07MShares$24 Million7.49% of portfolio
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Maltin Wealth Management, Inc.803KShares$18.1 Million10.6% of portfolio
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Commonwealth Equity Services, LLC682KShares$15.4 Million0.02% of portfolio
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Prw Wealth Management LLC433KShares$9.75 Million3.25% of portfolio