Kingsview Wealth Management, LLC Proshares Listed Private Equit Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding PEX
# of Institutions
18Shares Held
61.6KCall Options Held
0Put Options Held
0-
Jane Street Group, LLC New York, NY11.1KShares$284,7170.0% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ10.3KShares$265,3530.04% of portfolio
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Cambridge Investment Research Advisors, Inc.8.34KShares$214,8320.0% of portfolio
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Betterment LLC New York, NY8.15KShares$209,9390.0% of portfolio
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Envestnet Asset Management Inc8.14KShares$209,6050.0% of portfolio