Hbk Sorce Advisory LLC Series Portfolios Tr Adaptiv S Transaction History
Hbk Sorce Advisory LLC
- $2.67 Billion
- Q1 2024
Shares
5 transactions
Others Institutions Holding ADPV
# of Institutions
5Shares Held
1.89MCall Options Held
0Put Options Held
0-
Client First Investment Management LLC West Bend, WI1.85MShares$044.15% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA23.7KShares$00.0% of portfolio
-
Wellington Wealth Strategies, Llc. Indianapolis, IN5.48KShares$00.64% of portfolio
-
Ifp Advisors, Inc3.9KShares$00.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio