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
86Shares Held
3.44MCall Options Held
0Put Options Held
0-
Brookstone Capital Management420KShares$16.5 Million0.27% of portfolio
-
Ifp Advisors, Inc356KShares$14 Million0.55% of portfolio
-
Advisory Services Network, LLC213KShares$8.37 Million0.17% of portfolio
-
Smart Wealth LLC Omaha, NE201KShares$7.87 Million3.0% of portfolio
-
Envestnet Asset Management Inc197KShares$7.72 Million0.0% of portfolio