Scissortail Wealth Management, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Scissortail Wealth Management, LLC
- $403 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding DMAR
# of Institutions
109Shares Held
2.97MCall Options Held
0Put Options Held
0-
Spectrum Asset Management, Inc.241KShares$9.8 Million4.19% of portfolio
-
Kestra Advisory Services, LLC219KShares$8.88 Million0.05% of portfolio
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Commonwealth Equity Services, LLC214KShares$8.7 Million0.01% of portfolio
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Wood Tarver Financial Group, LLC Boise, ID186KShares$7.55 Million2.21% of portfolio
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Truadvice, LLC Sarasota, FL121KShares$4.92 Million1.7% of portfolio