Wealthsource Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding DSEP
# of Institutions
101Shares Held
3.07MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$11.7 Million2.7% of portfolio
-
Armis Advisers, LLC Atlanta, GA256KShares$11.1 Million0.86% of portfolio
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Envestnet Asset Management Inc177KShares$7.62 Million0.0% of portfolio
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Spectrum Asset Management, Inc.169KShares$7.3 Million3.15% of portfolio
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Kestra Advisory Services, LLC143KShares$6.15 Million0.03% of portfolio