Coastal Investment Advisors, Inc. Franklin U.S. Low Volatility H Transaction History
Coastal Investment Advisors, Inc.
- $211 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding LVHD
# of Institutions
85Shares Held
7.46MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.14MShares$44 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.06MShares$40.9 Million0.0% of portfolio
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Albion Financial Group837KShares$32.4 Million2.25% of portfolio
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Lpl Financial LLC Fort Mill, SC764KShares$29.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC511KShares$19.7 Million0.0% of portfolio