Family Wealth Partners, LLC New Holdings in Q3 2024

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ROOF
Indexiq ETF Trust Iq Cbre Next
10.8K
New
N/A
10.8K $239M
PSEC
Prospect Capital Corp

Financial Services
13.9K
New
$4.75 - $5.6 $66K - $77.8K
13.9K $74.3M
SVC
Service Properties Trust

Real Estate
15.1K
New
$4.32 - $6.1 $65K - $91.8K
15.1K $68.7M
Activity Summary
Buys All Purchases 19 New Holdings 3 Increased Positions 16 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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