Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding PDEC
# of Institutions
230Shares Held
22.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY4.65MShares$00.0% of portfolio
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Penserra Capital Management LLC Orinda, CA1.47MShares$00.82% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$00.0% of portfolio
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Strategic Wealth Partners Group LLC Deerfield, IL1.08MShares$00.0% of portfolio
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Kovitz Investment Group Partners, LLC1.04MShares$00.0% of portfolio