Tria Gen Wealth Management LLC First Exc Trd Viii Cboe Vest U Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
85Shares Held
3.25MCall Options Held
0Put Options Held
0-
Brookstone Capital Management439KShares$17.1 Million0.28% of portfolio
-
Ifp Advisors, Inc356KShares$13.8 Million0.55% of portfolio
-
Advisory Services Network, LLC213KShares$8.28 Million0.17% of portfolio
-
Envestnet Asset Management Inc197KShares$7.63 Million0.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA194KShares$7.52 Million0.03% of portfolio