Stonebridge Financial Planning Group, LLC First Tr Large Cap Value Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FTA
# of Institutions
210Shares Held
11.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$170 Million0.01% of portfolio
-
Ubs Group Ag979KShares$79.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$64.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$44.1 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$30.3 Million8.74% of portfolio