Cape Investment Advisory, Inc. First Tr Exchange Traded Fd Vi Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding YJUN
# of Institutions
65Shares Held
6.09MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.7MShares$36.6 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC847KShares$18.2 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.800KShares$17.2 Million10.02% of portfolio
-
Prw Wealth Management LLC433KShares$9.33 Million3.25% of portfolio
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Stephens Inc295KShares$6.36 Million0.1% of portfolio