Wealthsource Partners, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
1 transactions
Others Institutions Holding DMAY
# of Institutions
76Shares Held
3.01MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph621KShares$25.3 Million8.51% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.4 Million0.02% of portfolio
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Kestra Advisory Services, LLC217KShares$8.87 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL202KShares$8.26 Million0.01% of portfolio
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Precedent Wealth Partners, LLC Houston, TX160KShares$6.52 Million2.11% of portfolio