Polaris Wealth Advisory Group, LLC First Tr Large Cap Core Alphde Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
5 transactions
Others Institutions Holding FEX
# of Institutions
225Shares Held
8.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC973KShares$101 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA534KShares$55.6 Million0.01% of portfolio
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Janney Montgomery Scott LLC516KShares$53.8 Million0.15% of portfolio
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Raymond James Financial Inc St. Petersburg, FL297KShares$30.9 Million0.01% of portfolio