Holistic Financial Partners Riverfront Strategic Income Fd Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding RIGS
# of Institutions
43Shares Held
2.21MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY300KShares$6.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC295KShares$6.78 Million0.0% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT274KShares$6.29 Million1.89% of portfolio
-
River Front Investment Group, LLC Richmond, VA203KShares$4.66 Million0.11% of portfolio
-
Envestnet Asset Management Inc113KShares$2.6 Million0.0% of portfolio