Moser Wealth Advisors, LLC First Tr Large Cap Value Transaction History
Moser Wealth Advisors, LLC
- $186 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
220Shares Held
11.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$160 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$74.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$62.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$33.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc422KShares$31 Million0.01% of portfolio