Avitas Wealth Management LLC First Tr Exchange Traded Iv Transaction History
Avitas Wealth Management LLC
- $708 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding EMLP
# of Institutions
411Shares Held
75.7MCall Options Held
10.6KPut Options Held
0-
Morgan Stanley New York, NY17.3MShares$654 Million0.04% of portfolio
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Tiedemann Advisors, LLC4.04MShares$152 Million4.62% of portfolio
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Capital Investment Advisors, LLC3.84MShares$145 Million2.7% of portfolio
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Al Ti Global, Inc. New York, NY2.93MShares$111 Million2.76% of portfolio
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Glenview Trust CO Louisville, KY2.59MShares$97.8 Million1.71% of portfolio