Baker Tilly Wealth Management, LLC First Tr Exch Tr Fd Viii Cboe Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding FMAY
# of Institutions
125Shares Held
5.29MCall Options Held
0Put Options Held
0-
Focus Wealth Advisors, LLC488KShares$23.6 Million13.55% of portfolio
-
Commonwealth Equity Services, LLC359KShares$17.4 Million0.03% of portfolio
-
Envestnet Asset Management Inc318KShares$15.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL253KShares$12.3 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH239KShares$11.6 Million3.93% of portfolio