National Wealth Management Group, LLC First Tr Lge Cap Growth Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FTC
# of Institutions
208Shares Held
5.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$111 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$96.1 Million0.04% of portfolio
-
Janney Montgomery Scott LLC437KShares$58.9 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$56.5 Million0.01% of portfolio
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Ubs Group Ag266KShares$35.8 Million0.01% of portfolio