Sfg Wealth Management, Llc. First Tr Exchange Traded Iv Transaction History
Sfg Wealth Management, Llc.
- $168 Million
- Q2 2024
Shares
1 transactions
Others Institutions Holding EMLP
# of Institutions
324Shares Held
67.5MCall Options Held
3.6KPut Options Held
0-
Morgan Stanley New York, NY16.3MShares$546 Million0.04% of portfolio
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Tiedemann Advisors, LLC4.04MShares$135 Million4.62% of portfolio
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Capital Investment Advisors, LLC3.55MShares$119 Million2.47% of portfolio
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Al Ti Global, Inc. New York, NY3.46MShares$116 Million2.83% of portfolio
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Glenview Trust CO Louisville, KY2.48MShares$82.8 Million1.56% of portfolio