Wambolt & Associates, LLC First Tr Exchange Traded Fd Fi Transaction History
Wambolt & Associates, LLC
- $366 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding FXZ
# of Institutions
117Shares Held
2.98MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA511KShares$30.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$16.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC253KShares$15.2 Million0.0% of portfolio
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Morgan Stanley New York, NY225KShares$13.5 Million0.0% of portfolio
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Cornerstone Planning Group LLC Fairfield, NJ155KShares$9.25 Million2.28% of portfolio