Accel Wealth Management First Trust Multi Asset Divers Transaction History
Accel Wealth Management
- $263 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding MDIV
# of Institutions
103Shares Held
9.12MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.38MShares$23.3 Million3.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC972KShares$16.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY802KShares$13.5 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC614KShares$10.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC539KShares$9.09 Million0.0% of portfolio