Capital Advisors Wealth Management, LLC Spdr S&P Capital Markets ETF Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding KCE
# of Institutions
110Shares Held
2.83MCall Options Held
5.3KPut Options Held
7K-
Assetmark, Inc779KShares$112 Million0.28% of portfolio
-
Bank Of America Corp Charlotte, NC485KShares$69.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY185KShares$26.6 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC129KShares$18.5 Million0.01% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa93.4KShares$13.4 Million0.0% of portfolio