Wealthpoint, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding CGW
# of Institutions
207Shares Held
6.33MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY943KShares$50.8 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.572KShares$30.8 Million3.38% of portfolio
-
Ubs Group Ag492KShares$26.5 Million0.01% of portfolio
-
Weatherly Asset Management L. P.451KShares$24.3 Million2.43% of portfolio
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1832 Asset Management L.P. Toronto, A6332KShares$17.9 Million0.04% of portfolio