Bernardo Wealth Planning LLC Alps ETF Tr Riverfront Dynamic Transaction History
Bernardo Wealth Planning LLC
- $422 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding RFFC
# of Institutions
19Shares Held
453KCall Options Held
0Put Options Held
0-
Gamma Investing LLC Foster City, CA136KShares$7.54 Million0.01% of portfolio
-
River Front Investment Group, LLC Richmond, VA113KShares$6.27 Million0.15% of portfolio
-
Envestnet Asset Management Inc60.9KShares$3.38 Million0.0% of portfolio
-
Truist Financial Corp45.7KShares$2.54 Million0.0% of portfolio
-
Prospera Financial Services Inc45KShares$2.49 Million0.06% of portfolio