Walkner Condon Financial Advisors LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DMAY
# of Institutions
75Shares Held
2.99MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph621KShares$25.5 Million8.51% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.5 Million0.02% of portfolio
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Kestra Advisory Services, LLC217KShares$8.92 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL202KShares$8.31 Million0.01% of portfolio
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Precedent Wealth Partners, LLC Houston, TX160KShares$6.56 Million2.11% of portfolio