Spire Wealth Management First Tr Exchange Traded Fd Iv Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding FCVT
# of Institutions
44Shares Held
1.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC175KShares$6.56 Million0.0% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$4.53 Million0.78% of portfolio
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Morgan Stanley New York, NY97.2KShares$3.63 Million0.0% of portfolio
-
Elequin Capital LP New York, NY81.4KShares$3.04 Million2.13% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL79.6KShares$2.97 Million0.08% of portfolio