Bernardo Wealth Planning LLC Alps ETF Tr Riverfront Dynamic Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding RFFC
# of Institutions
18Shares Held
330KCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA117KShares$6.93 Million0.16% of portfolio
-
Envestnet Asset Management Inc59.5KShares$3.53 Million0.0% of portfolio
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Truist Financial Corp46.4KShares$2.75 Million0.0% of portfolio
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Prospera Financial Services Inc45.4KShares$2.69 Million0.07% of portfolio
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Fermata Advisors, LLC Sonoma, CA17.1KShares$1.02 Million0.2% of portfolio