Clarus Wealth Advisors First Tr Exchange Trded Fd Vi Transaction History
Clarus Wealth Advisors
- $192 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding FID
# of Institutions
63Shares Held
3.99MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC757KShares$13.5 Million0.01% of portfolio
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Wagner Wealth Management, LLC Greenville, SC662KShares$11.8 Million3.68% of portfolio
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Raymond James Financial Inc St. Petersburg, FL274KShares$4.88 Million0.0% of portfolio
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Envestnet Asset Management Inc232KShares$4.14 Million0.0% of portfolio
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Entruity Wealth, LLC Bakersfield, CA220KShares$3.91 Million3.55% of portfolio