Wealthquest Corp Innovator U.S. Equity Power Bu Transaction History
Wealthquest Corp
- $781 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding PJUL
# of Institutions
210Shares Held
16.3MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.66MShares$142 Million0.05% of portfolio
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Penserra Capital Management LLC Orinda, CA907KShares$35.2 Million0.43% of portfolio
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Wealth Enhancement Advisory Services, LLC740KShares$28.8 Million0.08% of portfolio
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High Tower Advisors, LLC Chicago, IL632KShares$24.5 Million0.04% of portfolio
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Commonwealth Equity Services, LLC567KShares$22 Million0.04% of portfolio