Naviter Wealth, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DSEP
# of Institutions
78Shares Held
2.11MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.172KShares$7.04 Million2.9% of portfolio
-
Envestnet Asset Management Inc172KShares$7.03 Million0.0% of portfolio
-
Kestra Advisory Services, LLC161KShares$6.62 Million0.04% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ104KShares$4.27 Million0.01% of portfolio
-
Cwm, LLC100KShares$4.11 Million0.02% of portfolio