Ibex Wealth Advisors Renaissance Cap Greenwich Fds Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding IPO
# of Institutions
70Shares Held
739KCall Options Held
24.8KPut Options Held
0-
Tradition Wealth Management, LLC137KShares$6.64 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY103KShares$5 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL68.6KShares$3.33 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC62.7KShares$3.05 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ60.8KShares$2.95 Million2.04% of portfolio