Planning Alternatives LTD Global X Fds Global X S&P 500 Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding CATH
# of Institutions
167Shares Held
6.71MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC827KShares$57.9 Million0.0% of portfolio
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Central Trust CO Jefferson City, MO616KShares$43.2 Million1.02% of portfolio
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Morgan Stanley New York, NY579KShares$40.5 Million0.0% of portfolio
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Fund Evaluation Group, LLC Cincinnati, OH398KShares$27.9 Million1.6% of portfolio
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Bcm Advisors, LLC236KShares$16.6 Million3.45% of portfolio