Wealthpoint, LLC First Tr Exchange Trd Fd Ii Fi Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding FGD
# of Institutions
135Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.46MShares$32.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.42MShares$31.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY958KShares$21.1 Million0.0% of portfolio
-
Ae Wealth Management LLC889KShares$19.6 Million0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN824KShares$18.2 Million0.01% of portfolio