Avitas Wealth Management LLC First Tr Exchange Traded Fd Vi Transaction History
Avitas Wealth Management LLC
- $708 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding ROBT
# of Institutions
164Shares Held
5.08MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC719KShares$38.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY377KShares$20.1 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA304KShares$16.2 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO255KShares$13.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC247KShares$13.2 Million0.0% of portfolio