Clearstead Advisors, LLC First Trust Us Equity Opportun Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FPX
# of Institutions
192Shares Held
3.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY558KShares$75.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC277KShares$37.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA261KShares$35.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC129KShares$17.4 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL119KShares$16 Million0.01% of portfolio