Captrust Financial Advisors First Trust Multi Asset Divers Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding MDIV
# of Institutions
102Shares Held
9.11MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.38MShares$22.5 Million3.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC972KShares$15.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY802KShares$13.1 Million0.0% of portfolio
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Commonwealth Equity Services, LLC614KShares$10 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC539KShares$8.79 Million0.0% of portfolio