Connecticut Wealth Management, LLC Vaneck ETF Tr Mtg Reit Income Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding MORT
# of Institutions
81Shares Held
5.22MCall Options Held
4.5KPut Options Held
13.9K-
Lpl Financial LLC Fort Mill, SC898KShares$10.4 Million0.0% of portfolio
-
Gradient Investments LLC604KShares$7.02 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC562KShares$6.53 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.404KShares$4.7 Million0.01% of portfolio
-
Drive Wealth Management, LLC Lehi, UT296KShares$3.44 Million0.81% of portfolio