R Pg Family Wealth Advisory, LLC Listed Fds Tr Overlay Shs Shor Transaction History
R Pg Family Wealth Advisory, LLC
- $251 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding OVT
# of Institutions
12Shares Held
2.99MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA1.68MShares$37.5 Million4.52% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA499KShares$11.1 Million9.03% of portfolio
-
Bison Wealth, LLC323KShares$7.21 Million1.85% of portfolio
-
Acg Wealth218KShares$4.85 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.89 Million1.2% of portfolio