Spire Wealth Management First Tr ETF Iii Enhanced Shor Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FUMB
# of Institutions
86Shares Held
7.18MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$21.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC967KShares$19.4 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA611KShares$12.3 Million0.08% of portfolio
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Rockefeller Capital Management L.P. New York, NY516KShares$10.4 Million0.03% of portfolio
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Mainsail Financial Group, LLC Bellevue, WA268KShares$5.39 Million3.12% of portfolio