Captrust Financial Advisors First Tr ETF Vi Nasdaq Bk ETF Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding FTXO
# of Institutions
62Shares Held
1.62MCall Options Held
0Put Options Held
0-
Secure Asset Management, LLC234KShares$7.75 Million1.2% of portfolio
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Lpl Financial LLC Fort Mill, SC225KShares$7.46 Million0.0% of portfolio
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Morgan Stanley New York, NY184KShares$6.09 Million0.0% of portfolio
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Wagner Wealth Management, LLC Greenville, SC167KShares$5.53 Million1.71% of portfolio
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Bank Of America Corp Charlotte, NC117KShares$3.88 Million0.0% of portfolio