Tria Gen Wealth Management LLC First Tr Exchange Traded Fd Fi Transaction History
Tria Gen Wealth Management LLC
- $238 Million
- Q2 2024
Shares
5 transactions
Others Institutions Holding FXL
# of Institutions
239Shares Held
5.86MCall Options Held
5.3KPut Options Held
7.4K-
Morgan Stanley New York, NY893KShares$123 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA675KShares$92.6 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC456KShares$62.6 Million0.03% of portfolio
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Raymond James & Associates St Petersburg, FL275KShares$37.8 Million0.02% of portfolio
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Rvw Wealth, LLC195KShares$26.7 Million2.78% of portfolio