Wealthpoint, LLC First Tr Large Cap Value Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
222Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$159 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$73.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$61.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$33 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$30.4 Million0.01% of portfolio