Mcdonald Partners LLC First Tr Exchange Traded Fd Ii Transaction History
Mcdonald Partners LLC
- $381 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding FPXI
# of Institutions
87Shares Held
2.02MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC353KShares$17.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA334KShares$16.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY219KShares$10.9 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$4.39 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ74.4KShares$3.7 Million2.49% of portfolio