Moloney Securities Asset Management, LLC Shp ETF Tr Neos Enhanced Incom Transaction History
Moloney Securities Asset Management, LLC
- $706 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding CSHI
# of Institutions
74Shares Held
6.12MCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA919KShares$021.65% of portfolio
-
Retirement Planning Group785KShares$00.0% of portfolio
-
Richard P Slaughter Associates Inc738KShares$00.0% of portfolio
-
Gradient Investments LLC529KShares$00.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO446KShares$00.0% of portfolio