Octavia Wealth Advisors, LLC First Tr Enhanced Traded Fd Iv Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FTSM
# of Institutions
424Shares Held
82.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.3MShares$738 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC8.37MShares$502 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA7.63MShares$457 Million0.11% of portfolio
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Ubs Group Ag3.43MShares$205 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC2.64MShares$158 Million0.01% of portfolio