Modern Wealth Management, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
Shares
2 transactions
Others Institutions Holding BCI
# of Institutions
127Shares Held
42.7MCall Options Held
100Put Options Held
0-
Sei Investments CO Oaks, PA9.55MShares$196 Million0.28% of portfolio
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Wells Fargo & Company San Francisco, CA8.62MShares$177 Million0.04% of portfolio
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Metis Global Partners, LLC3.75MShares$76.8 Million2.65% of portfolio
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Argi Investment Services, LLC3.06MShares$62.8 Million4.99% of portfolio
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Perella Weinberg Partners Capital Management LP1.74MShares$35.7 Million3.68% of portfolio