Hbk Sorce Advisory LLC First Tr ETF Viii Cboe Vest Us Transaction History
Hbk Sorce Advisory LLC
- $2.53 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
96Shares Held
2.51MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc185KShares$7.67 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.171KShares$7.09 Million3.13% of portfolio
-
Kestra Advisory Services, LLC169KShares$7.04 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL131KShares$5.42 Million0.0% of portfolio
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Cwm, LLC96.9KShares$4.02 Million0.02% of portfolio