Wealthquest Corp Innovator U.S. Equity Power Bu Transaction History
Wealthquest Corp
- $911 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding PJUL
# of Institutions
261Shares Held
17.6MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$144 Million0.05% of portfolio
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Penserra Capital Management LLC Orinda, CA1.18MShares$47.2 Million0.84% of portfolio
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Commonwealth Equity Services, LLC648KShares$26 Million0.04% of portfolio
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Janney Montgomery Scott LLC575KShares$23 Million0.07% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ556KShares$22.2 Million0.06% of portfolio