Northwest Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FEX
# of Institutions
220Shares Held
7.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$85.8 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$55.3 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$51 Million0.01% of portfolio
-
Ubs Group Ag235KShares$25.5 Million0.01% of portfolio