Northwest Wealth Management, LLC First Tr S&P Reit Index Fd Transaction History
Northwest Wealth Management, LLC
- $495 Million
- Q1 2025
Shares
7 transactions
Others Institutions Holding FRI
# of Institutions
73Shares Held
4.59MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC850KShares$22.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY726KShares$19.4 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL524KShares$14 Million0.03% of portfolio
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Aft, Forsyth & Sober, LLC488KShares$13 Million4.92% of portfolio
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Tcp Asset Management, LLC Columbus, OH301KShares$8.04 Million2.02% of portfolio