Wealthpoint, LLC Invesco S&P Smallcap Health Ca Transaction History
Wealthpoint, LLC
- $247 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding PSCH
# of Institutions
84Shares Held
864KCall Options Held
0Put Options Held
0-
Wbi Investments, Inc.103KShares$4.19 Million1.2% of portfolio
-
Wells Fargo & Company San Francisco, CA87.6KShares$3.58 Million0.0% of portfolio
-
Morgan Stanley New York, NY87.3KShares$3.57 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56KShares$2.29 Million0.0% of portfolio
-
Pacific Sun Financial Corp48.7KShares$1.99 Million1.27% of portfolio