Walkner Condon Financial Advisors LLC First Trust Vii Alternative Ab Transaction History
Walkner Condon Financial Advisors LLC
- $529 Million
- Q2 2025
Shares
20 transactions
Others Institutions Holding FAAR
# of Institutions
82Shares Held
3.42MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc354KShares$10.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC303KShares$8.74 Million0.0% of portfolio
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Acg Wealth240KShares$6.92 Million1.7% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX185KShares$5.35 Million0.69% of portfolio
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Assetmark, Inc171KShares$4.93 Million0.01% of portfolio