Mission Wealth Management, LP First Trust Multi Asset Divers Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding MDIV
# of Institutions
100Shares Held
9.4MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.47MShares$24.1 Million3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC972KShares$16 Million0.01% of portfolio
-
Morgan Stanley New York, NY802KShares$13.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC614KShares$10.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC539KShares$8.84 Million0.0% of portfolio