High Net Worth Advisory Group LLC Listed Fds Tr Horizon Kinetics Transaction History
High Net Worth Advisory Group LLC
- $358 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding INFL
# of Institutions
125Shares Held
13.7MCall Options Held
1.8KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY4.19MShares$168 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN2.31MShares$92.7 Million5.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC647KShares$26 Million0.01% of portfolio
-
One Charles Private Wealth Services, LLC412KShares$16.6 Million6.11% of portfolio
-
Wells Fargo & Company San Francisco, CA385KShares$15.5 Million0.0% of portfolio