Great Valley Advisor Group, Inc. First Trust Small Cap Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
Shares
12 transactions
Others Institutions Holding FYT
# of Institutions
77Shares Held
2.77MCall Options Held
0Put Options Held
0-
Simplicity Wealth,Llc290KShares$15.9 Million3.46% of portfolio
-
Blueprint Investment Partners LLC Greensboro, NC289KShares$15.8 Million3.0% of portfolio
-
Sawtooth Solutions, LLC274KShares$15 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC229KShares$12.5 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA222KShares$12.1 Million0.0% of portfolio