Wealth Shield Partners, LLC First Ex Tr Fd Ft Cboe Vest Us Transaction History
Wealth Shield Partners, LLC
- $761 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding DAPR
# of Institutions
82Shares Held
2.52MCall Options Held
1.8KPut Options Held
0-
Raymond James & Associates St Petersburg, FL234KShares$8.87 Million0.01% of portfolio
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Commonwealth Equity Services, LLC164KShares$6.22 Million0.01% of portfolio
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Mutual Advisors, LLC Casper, WY141KShares$5.34 Million0.15% of portfolio
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Hartford Financial Management Inc.139KShares$5.27 Million1.12% of portfolio
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Atria Wealth Solutions, Inc. New York, NY118KShares$4.5 Million0.06% of portfolio