Selective Wealth Management, Inc. Spdr Bloomberg Investment Grad Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FLRN
# of Institutions
335Shares Held
53.6MCall Options Held
1.4KPut Options Held
200-
Ameriprise Financial Inc Minneapolis, MN3.49MShares$108 Million0.03% of portfolio
-
Wealthfront Advisers LLC3.39MShares$105 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA2.52MShares$77.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.29MShares$70.5 Million0.03% of portfolio
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Morgan Stanley New York, NY1.95MShares$59.9 Million0.0% of portfolio