Family Wealth Group, LLC Innovator U.S. Equity Power Bu Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding PMAR
# of Institutions
189Shares Held
13MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.81MShares$70.4 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA967KShares$37.5 Million0.46% of portfolio
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Brookstone Capital Management906KShares$35.2 Million0.65% of portfolio
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Southland Equity Partners LLC Wildwood, MO777KShares$30.2 Million8.42% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ721KShares$28 Million0.07% of portfolio