Walkner Condon Financial Advisors LLC First Tr Small Cap Core Alphad Transaction History
Walkner Condon Financial Advisors LLC
- $480 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding FYX
# of Institutions
177Shares Held
6.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$74.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$59.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$55.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL444KShares$41.3 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC427KShares$39.8 Million0.0% of portfolio