Impact Partnership Wealth, LLC First Tr Lge Cap Growth Transaction History
Impact Partnership Wealth, LLC
- $495 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FTC
# of Institutions
198Shares Held
5.71MCall Options Held
1.7KPut Options Held
100-
Morgan Stanley New York, NY833KShares$121 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$104 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA443KShares$64.3 Million0.01% of portfolio
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Janney Montgomery Scott LLC437KShares$63.4 Million0.17% of portfolio
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Ubs Group Ag270KShares$39.1 Million0.01% of portfolio