Tradewinds Capital Management, LLC Franklin U.S. Low Volatility H Transaction History
Tradewinds Capital Management, LLC
- $361 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding LVHD
# of Institutions
94Shares Held
10.7MCall Options Held
0Put Options Held
0-
Albion Financial Group1.93MShares$68.5 Million5.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$42.1 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.15MShares$40.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.07MShares$37.9 Million0.02% of portfolio
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Allworth Financial LP711KShares$25.2 Million0.19% of portfolio