Doyle Wealth Management First Tr Enhanced Traded Fd Iv Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
Shares
4 transactions
Others Institutions Holding FTSM
# of Institutions
415Shares Held
84.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$724 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.57MShares$513 Million0.26% of portfolio
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Wells Fargo & Company San Francisco, CA8.01MShares$480 Million0.12% of portfolio
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Ubs Group Ag3.74MShares$224 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC2.92MShares$175 Million0.02% of portfolio