Smart Wealth LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Smart Wealth LLC
- $265 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding DDEC
# of Institutions
115Shares Held
3.35MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ249KShares$11 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC228KShares$10.1 Million0.01% of portfolio
-
Kestra Advisory Services, LLC225KShares$9.93 Million0.05% of portfolio
-
Envestnet Asset Management Inc138KShares$6.07 Million0.0% of portfolio
-
Hartford Financial Management Inc.114KShares$5 Million1.43% of portfolio