Client First Investment Management LLC Sofi Social 50 ETF Transaction History
Client First Investment Management LLC
- $147 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding SFYF
# of Institutions
8Shares Held
52.1KCall Options Held
0Put Options Held
0-
Perigon Wealth Management, LLC San Francisco, CA11.2KShares$432,9060.01% of portfolio
-
Caitlin John, LLC Brighton, MI677Shares$26,1180.02% of portfolio
-
Time Scale Financial, Inc.200Shares$7,7160.0% of portfolio
-
Transce3nd, LLC Kyle, TX190Shares$7,3300.0% of portfolio
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Morgan Stanley New York, NY26Shares$1,0030.0% of portfolio