Pfg Private Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Pfg Private Wealth Management, LLC
- $172 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FYX
# of Institutions
157Shares Held
6.1MCall Options Held
2.3KPut Options Held
0-
Morgan Stanley New York, NY734KShares$76.9 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA620KShares$65 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC522KShares$54.7 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC453KShares$47.4 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6385KShares$40.3 Million0.01% of portfolio