Captrust Financial Advisors Invesco Et Self Idxd Fd Tr Bul Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
Shares
15 transactions
Others Institutions Holding BSJO
# of Institutions
162Shares Held
15.8MCall Options Held
0Put Options Held
0-
Mirador Capital Partners LP1.72MShares$39 Million7.16% of portfolio
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Morgan Stanley New York, NY1.27MShares$28.8 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL769KShares$17.4 Million0.04% of portfolio
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Envestnet Asset Management Inc634KShares$14.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC631KShares$14.3 Million0.01% of portfolio