Gradient Investments LLC First Tr Exchange Trded Fd Vi Transaction History
Gradient Investments LLC
- $3.51 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding FID
# of Institutions
59Shares Held
3.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC627KShares$11 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC546KShares$9.6 Million3.34% of portfolio
-
Envestnet Asset Management Inc251KShares$4.43 Million0.0% of portfolio
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Raymond James & Associates St Petersburg, FL211KShares$3.72 Million0.0% of portfolio
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Hobart Private Capital, LLC Charlotte, NC140KShares$2.46 Million0.62% of portfolio