Lokken Investment Group LLC Invesco Et Self Idxd Fd Tr Bul Transaction History
Lokken Investment Group LLC
- $232 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding BSCQ
# of Institutions
435Shares Held
191MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA62MShares$1.21 Billion4.67% of portfolio
-
Ubs Group Ag9.71MShares$190 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA7.24MShares$142 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.04MShares$138 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC6.64MShares$130 Million0.05% of portfolio