Newbridge Financial Services Group, Inc. Collaborative Invt Ser Tr Rare Transaction History
Newbridge Financial Services Group, Inc.
- $275 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding RDFI
# of Institutions
11Shares Held
854KCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC570KShares$00.0% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA123KShares$00.0% of portfolio
-
Independent Wealth Network Inc.84.7KShares$00.0% of portfolio
-
Clear Creek Financial Management, LLC49.3KShares$00.0% of portfolio
-
Integrated Wealth Concepts LLC12.2KShares$00.0% of portfolio