Accurate Wealth Management, LLC First Tr Lge Cap Growth Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FTC
# of Institutions
198Shares Held
5.69MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY833KShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$105 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA443KShares$65.2 Million0.01% of portfolio
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Janney Montgomery Scott LLC437KShares$64.3 Million0.17% of portfolio
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Ubs Group Ag270KShares$39.7 Million0.01% of portfolio