Tfc Financial Management Innovator U.S. Equity Ultra Bu Transaction History
Tfc Financial Management
- $722 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding USEP
# of Institutions
77Shares Held
4.62MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.59MShares$00.0% of portfolio
-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH601KShares$00.0% of portfolio
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Sovran Advisors, LLC San Diego, CA601KShares$02.33% of portfolio
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Signaturefd, LLC Atlanta, GA194KShares$00.0% of portfolio
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Simplicity Wealth,Llc167KShares$00.0% of portfolio