Sowell Financial Services LLC First Tr Exchange Traded Fd Iv Transaction History
Sowell Financial Services LLC
- $2.11 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding FCVT
# of Institutions
55Shares Held
1.6MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL305KShares$10.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC175KShares$6.17 Million0.0% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL156KShares$5.51 Million0.13% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.27 Million0.78% of portfolio
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Morgan Stanley New York, NY103KShares$3.62 Million0.0% of portfolio