One Plus One Wealth Management, LLC First Tr Exche Trd Fd Vi Dorse Transaction History
One Plus One Wealth Management, LLC
- $137 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FVC
# of Institutions
58Shares Held
2.39MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc323KShares$11.2 Million0.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC297KShares$10.3 Million0.0% of portfolio
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Morgan Stanley New York, NY273KShares$9.5 Million0.0% of portfolio
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Ubs Group Ag217KShares$7.53 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA193KShares$6.72 Million0.0% of portfolio