Wealth Advisory Solutions, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Wealth Advisory Solutions, LLC
- $385 Million
- Q1 2024
Shares
5 transactions
Others Institutions Holding XSHQ
# of Institutions
51Shares Held
2.39MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC779KShares$30 Million0.02% of portfolio
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New York Life Investment Management LLC New York, NY280KShares$10.8 Million0.12% of portfolio
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Morgan Stanley New York, NY180KShares$6.92 Million0.0% of portfolio
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Schwallier Wealth Management LLC Grand Rapids, MI154KShares$5.92 Million5.1% of portfolio
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Breakwater Capital Group Paramus, NJ138KShares$5.33 Million1.43% of portfolio