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
7Shares Held
12.3KCall Options Held
0Put Options Held
0-
Perigon Wealth Management, LLC San Francisco, CA11.2KShares$439,5260.01% of portfolio
-
Caitlin John, LLC Brighton, MI677Shares$26,5180.02% of portfolio
-
Time Scale Financial, Inc.200Shares$7,8340.0% of portfolio
-
Transce3nd, LLC Kyle, TX190Shares$7,4420.0% of portfolio
-
Morgan Stanley New York, NY26Shares$1,0180.0% of portfolio