Selective Wealth Management, Inc. Invesco S&P Smallcap Health Ca Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding PSCH
# of Institutions
86Shares Held
915KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.5KShares$4.57 Million0.0% of portfolio
-
Wbi Investments, Inc.92.8KShares$4.35 Million1.06% of portfolio
-
Wells Fargo & Company San Francisco, CA83.4KShares$3.91 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC55.5KShares$2.6 Million0.0% of portfolio
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Pacific Sun Financial Corp53.6KShares$2.51 Million1.46% of portfolio