Napa Wealth Management Pacer Fds Tr U S Cash Cows Gro Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding BUL
# of Institutions
28Shares Held
1.28MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA408KShares$19.3 Million0.04% of portfolio
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Barber Financial Group, Inc.189KShares$8.93 Million1.16% of portfolio
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Modern Wealth Management, LLC Lenexa, KS160KShares$7.55 Million0.45% of portfolio
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Lpl Financial LLC Fort Mill, SC134KShares$6.32 Million0.0% of portfolio
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Envestnet Asset Management Inc55.5KShares$2.62 Million0.0% of portfolio