Financial Advocates Investment Management First Tr ETF Viii Low Duration Transaction History
Financial Advocates Investment Management
- $1.18 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding LDSF
# of Institutions
61Shares Held
5.31MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC994KShares$18.9 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A6556KShares$10.6 Million0.0% of portfolio
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Cedrus LLC Littleton, CO512KShares$9.74 Million3.64% of portfolio
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Srs Capital Advisors, Inc. Denver, CO470KShares$8.94 Million0.46% of portfolio
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Breakthru Advisory Services, LLC Muskego, WI305KShares$5.79 Million8.89% of portfolio