Vision Point Advisory Group, LLC Invesco ETF Tr Ii Intl Corp Bd Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding PICB
# of Institutions
33Shares Held
3.71MCall Options Held
0Put Options Held
0-
Urban Financial Advisory Corp Chicago, IL895KShares$19.7 Million11.56% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA727KShares$16 Million0.96% of portfolio
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Tanager Wealth Management LLP569KShares$12.6 Million1.79% of portfolio
-
Peak Financial Management, Inc.353KShares$7.78 Million2.46% of portfolio
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Wells Fargo & Company San Francisco, CA225KShares$4.95 Million0.0% of portfolio