Selective Wealth Management, Inc. First Tr Exchange Traded Fd Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FCTR
# of Institutions
39Shares Held
1.83MCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.382KShares$12.7 Million0.41% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT320KShares$10.6 Million3.6% of portfolio
-
Acg Wealth221KShares$7.32 Million1.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$6.54 Million0.0% of portfolio
-
Soltis Investment Advisors LLC St. George, UT153KShares$5.09 Million0.44% of portfolio