My Personal Cfo, LLC First Tr Exchange Traded Iv Transaction History
My Personal Cfo, LLC
- $172 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding EMLP
# of Institutions
340Shares Held
69.3MCall Options Held
200Put Options Held
0-
Morgan Stanley New York, NY16.4MShares$614 Million0.04% of portfolio
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Tiedemann Advisors, LLC4.04MShares$151 Million4.62% of portfolio
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Capital Investment Advisors, LLC3.59MShares$134 Million2.52% of portfolio
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Al Ti Global, Inc. New York, NY3.46MShares$130 Million2.8% of portfolio
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Glenview Trust CO Louisville, KY2.5MShares$93.8 Million1.64% of portfolio