Fortress Wealth Group, LLC First Tr Multi Cap Value Alpha Transaction History
Fortress Wealth Group, LLC
- $191 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding FAB
# of Institutions
68Shares Held
982KCall Options Held
0Put Options Held
0-
Janney Montgomery Scott LLC118KShares$10.3 Million0.03% of portfolio
-
Morgan Stanley New York, NY94.5KShares$8.24 Million0.0% of portfolio
-
Stifel Financial Corp St. Louis, MO75.3KShares$6.56 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ72.9KShares$6.35 Million0.01% of portfolio
-
International Assets Investment Management, LLC Orlando, FL66.5KShares$5.79 Million0.0% of portfolio