Fulcrum Equity Management Columbia ETF Tr I Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding RECS
# of Institutions
66Shares Held
21.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.98MShares$213 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$109 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$63.7 Million0.02% of portfolio
-
Amplius Wealth Advisors, LLC1.22MShares$43.2 Million5.07% of portfolio
-
Morgan Stanley New York, NY1.18MShares$41.8 Million0.0% of portfolio