Shore Haven Wealth Partners, LLC Absolute Shs Tr Wbi Pwr Factor Transaction History
Shore Haven Wealth Partners, LLC
- $202 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding WBIY
# of Institutions
24Shares Held
1.65MCall Options Held
0Put Options Held
0-
Wbi Investments, Inc.932KShares$28.5 Million7.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$4.51 Million0.0% of portfolio
-
Envestnet Asset Management Inc137KShares$4.2 Million0.0% of portfolio
-
Private Advisor Group, LLC64.7KShares$1.98 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.56.4KShares$1.72 Million0.03% of portfolio