Cassia Capital Partners, LLC First Tr Exch Tr Fd Viii Cboe Transaction History
Cassia Capital Partners, LLC
- $150 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding FMAY
# of Institutions
89Shares Held
3.6MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC598KShares$26.9 Million0.04% of portfolio
-
Focus Wealth Advisors, LLC460KShares$20.7 Million11.52% of portfolio
-
Mc Carthy & Cox Marysville, OH233KShares$10.5 Million3.81% of portfolio
-
Keystone Wealth Services, LLC159KShares$7.13 Million2.42% of portfolio
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Tanglewood Legacy Advisors, LLC Houston, TX152KShares$6.83 Million3.24% of portfolio