Holistic Financial Partners First Tr ETF Vi Nasdaq Oil & G Transaction History
Holistic Financial Partners
- $185 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding FTXN
# of Institutions
107Shares Held
4.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY976KShares$30.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC608KShares$18.8 Million0.01% of portfolio
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Envestnet Asset Management Inc203KShares$6.28 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA183KShares$5.67 Million0.0% of portfolio
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Commonwealth Equity Services, LLC159KShares$4.93 Million0.01% of portfolio