Cap Wealth Advisors, LLC First Tr Lge Cap Growth Transaction History
Cap Wealth Advisors, LLC
- $903 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FTC
# of Institutions
202Shares Held
6.3MCall Options Held
1.7KPut Options Held
100-
Morgan Stanley New York, NY833KShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$101 Million0.04% of portfolio
-
International Assets Investment Management, LLC Orlando, FL522KShares$73.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA443KShares$62.5 Million0.01% of portfolio
-
Janney Montgomery Scott LLC430KShares$60.7 Million0.16% of portfolio