Regent Peak Wealth Advisors LLC ETF Ser Solutions Defiance Nex Transaction History
Regent Peak Wealth Advisors LLC
- $393 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FIVG
# of Institutions
171Shares Held
2.96MCall Options Held
15.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC293KShares$12.5 Million0.01% of portfolio
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Commonwealth Equity Services, LLC230KShares$9.8 Million0.01% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA200KShares$8.55 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL142KShares$6.04 Million0.01% of portfolio
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Goldman Sachs Group Inc New York, NY108KShares$4.63 Million0.0% of portfolio