Pacific Capital Wealth Advisors, Inc ETF Ser Solutions Lha Mkt St T Transaction History
Pacific Capital Wealth Advisors, Inc
- $577 Million
- Q3 2025
Shares
5 transactions
Others Institutions Holding MSTB
# of Institutions
19Shares Held
2.81MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.07MShares$42.7 Million0.59% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA609KShares$24.3 Million4.58% of portfolio
-
Cetera Investment Advisers Schaumburg, IL410KShares$16.4 Million0.02% of portfolio
-
Creative One Wealth, LLC Overland Park, KS290KShares$11.6 Million0.33% of portfolio
-
Sigma Planning Corp Ann Arbor, MI141KShares$5.64 Million0.17% of portfolio