Srs Capital Advisors, Inc. Ubs Ag Transaction History
Srs Capital Advisors, Inc.
- $977 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding MLPB
# of Institutions
27Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cibc Private Wealth Group, LLC3.31MShares$78.4 Million0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA2.24MShares$53 Million0.01% of portfolio
-
Marion Wealth Management593KShares$14 Million3.87% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA190KShares$4.5 Million0.0% of portfolio
-
Mai Capital Management108KShares$2.56 Million0.03% of portfolio