Coastal Investment Advisors, Inc. First Tr Exchange Trded Fd Vi Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding FID
# of Institutions
57Shares Held
3.58MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC715KShares$11.7 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC628KShares$10.3 Million3.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL274KShares$4.48 Million0.0% of portfolio
-
Envestnet Asset Management Inc226KShares$3.7 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL211KShares$3.45 Million0.0% of portfolio