Baker Tilly Wealth Management, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Baker Tilly Wealth Management, LLC
- $542 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding FJUN
# of Institutions
104Shares Held
5.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC511KShares$25 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ259KShares$12.7 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH243KShares$11.9 Million4.32% of portfolio
-
Envestnet Asset Management Inc239KShares$11.7 Million0.0% of portfolio
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Keystone Wealth Services, LLC239KShares$11.7 Million3.95% of portfolio