Claro Advisors LLC First Tr Exchange Traded Fd Ii Transaction History
Claro Advisors LLC
- $569 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding FPXI
# of Institutions
87Shares Held
1.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC353KShares$19.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA269KShares$15.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY216KShares$12.1 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.93 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ76.6KShares$4.29 Million2.79% of portfolio