Brass Tax Wealth Management, Inc First Tr Exch Trd Fd Viii Ft C Transaction History
Brass Tax Wealth Management, Inc
- $278 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding DJUL
# of Institutions
79Shares Held
3.13MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph730KShares$30 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ277KShares$11.4 Million0.03% of portfolio
-
Ignite Planners, LLC199KShares$8.2 Million2.05% of portfolio
-
Smart Money Group LLC186KShares$7.65 Million3.03% of portfolio
-
First Heartland Consultants, Inc.173KShares$7.11 Million0.48% of portfolio