Mark Sheptoff Financial Planning, LLC Global X Fds Cybersecurity ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $176 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding BUG
# of Institutions
182Shares Held
9.81MCall Options Held
82.7KPut Options Held
72.5K-
Moss Adams Wealth Advisors LLC Seattle, WA1.31MShares$39.7 Million5.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC661KShares$20 Million0.01% of portfolio
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Morgan Stanley New York, NY583KShares$17.7 Million0.0% of portfolio
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Edmond De Rothschild Holding S.A. Chambesy, V8416KShares$12.6 Million0.22% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA413KShares$12.5 Million0.01% of portfolio