River Tree Advisors, LLC First Tr Exchange Traded Fd Iv Transaction History
River Tree Advisors, LLC
- $119 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding FCVT
# of Institutions
60Shares Held
1.83MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$12.1 Million0.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL273KShares$10.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC165KShares$6.54 Million0.0% of portfolio
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Ameritas Advisory Services, LLC Lincoln, NE143KShares$5.68 Million0.3% of portfolio
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Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.81 Million0.78% of portfolio