Pacific Capital Wealth Advisors, Inc ETF Ser Solutions Lha Mkt St T Transaction History
Pacific Capital Wealth Advisors, Inc
- $547 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding MSTB
# of Institutions
19Shares Held
2.74MCall Options Held
0Put Options Held
0-
Brookstone Capital Management967KShares$32.6 Million0.59% of portfolio
-
Alpha Star Capital Management, LLC763KShares$25.7 Million2.4% of portfolio
-
Cetera Investment Advisers Schaumburg, IL421KShares$14.2 Million0.03% of portfolio
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Milestone Asset Management, LLC Pittsburgh, PA147KShares$4.94 Million1.19% of portfolio
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Rfg Advisory, LLC Birmingham, AL102KShares$3.44 Million0.11% of portfolio