J.W. Cole Advisors, Inc. First Tr Exchange Trded Fd Vi Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FID
# of Institutions
58Shares Held
3.22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC627KShares$10.6 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC582KShares$9.85 Million3.6% of portfolio
-
Envestnet Asset Management Inc226KShares$3.83 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL211KShares$3.57 Million0.0% of portfolio
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Hobart Private Capital, LLC Charlotte, NC158KShares$2.67 Million0.71% of portfolio