Core Wealth Advisors, Inc. First Tr Exchange Traded Fd Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding EDOW
# of Institutions
69Shares Held
4.09MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$36 Million0.02% of portfolio
-
Morgan Stanley New York, NY899KShares$34 Million0.0% of portfolio
-
Vestmark Advisory Solutions, Inc.338KShares$12.8 Million0.5% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC225KShares$8.51 Million6.14% of portfolio
-
Commonwealth Equity Services, LLC162KShares$6.12 Million0.01% of portfolio