Principle Wealth Partners LLC First Tr Exchange Traded Fd Iv Transaction History
Principle Wealth Partners LLC
- $1.45 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding FCVT
# of Institutions
62Shares Held
1.82MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$12 Million0.23% of portfolio
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Raymond James Financial Inc St. Petersburg, FL273KShares$10.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC165KShares$6.49 Million0.0% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE143KShares$5.64 Million0.3% of portfolio
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Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.77 Million0.78% of portfolio