Bay Harbor Wealth Management, LLC First Tr Exche Trd Fd Vi Dorse Transaction History
Bay Harbor Wealth Management, LLC
- $303 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding FVC
# of Institutions
59Shares Held
2.35MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc323KShares$11.2 Million0.28% of portfolio
-
Morgan Stanley New York, NY273KShares$9.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC238KShares$8.26 Million0.0% of portfolio
-
Ubs Group Ag217KShares$7.53 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA193KShares$6.72 Million0.0% of portfolio