Baldrige Asset Management LLC First Tr Exchange Traded Fd Ii Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding FPXI
# of Institutions
87Shares Held
1.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC353KShares$19.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA269KShares$15 Million0.0% of portfolio
-
Morgan Stanley New York, NY216KShares$12 Million0.0% of portfolio
-
Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.91 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ76.6KShares$4.26 Million2.79% of portfolio