Wealth Shield Partners, LLC First Tr S&P Reit Index Fd Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FRI
# of Institutions
69Shares Held
4.93MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.37MShares$40.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY812KShares$23.8 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL411KShares$12.1 Million0.03% of portfolio
-
Cambridge Investment Research Advisors, Inc.360KShares$10.6 Million0.04% of portfolio
-
Ubs Group Ag337KShares$9.88 Million0.0% of portfolio