Shore Haven Wealth Partners, LLC Virtus ETF Tr Ii Virtus Terran Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding JOET
# of Institutions
33Shares Held
1.43MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA197KShares$7.58 Million0.0% of portfolio
-
Ahrens Investment Partners LLC189KShares$7.26 Million2.6% of portfolio
-
Financial Enhancement Group LLC Anderson, IN149KShares$5.73 Million0.96% of portfolio
-
Morgan Stanley New York, NY134KShares$5.16 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC116KShares$4.44 Million0.0% of portfolio