Shore Haven Wealth Partners, LLC First Tr Exchange Trd Fd Ii Fi Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding FGD
# of Institutions
151Shares Held
12.7MCall Options Held
3.8KPut Options Held
0-
Wells Fargo & Company San Francisco, CA1.93MShares$48.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.61MShares$40.2 Million0.02% of portfolio
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Morgan Stanley New York, NY998KShares$24.9 Million0.0% of portfolio
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Ae Wealth Management LLC916KShares$22.9 Million0.2% of portfolio
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Fukoku Mutual Life Insurance CO632KShares$15.8 Million1.15% of portfolio