Kingsview Wealth Management, LLC Proshares Listed Private Equit Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PEX
# of Institutions
11Shares Held
20KCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY8.15KShares$233,0120.0% of portfolio
-
Envestnet Asset Management Inc7.3KShares$208,5480.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ3.29KShares$94,0850.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA1.17KShares$33,5520.0% of portfolio
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Morgan Stanley New York, NY100Shares$2,8580.0% of portfolio