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
96Shares Held
2.51MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc185KShares$7.6 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.171KShares$7.02 Million3.13% of portfolio
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Kestra Advisory Services, LLC169KShares$6.97 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL131KShares$5.37 Million0.0% of portfolio
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Cwm, LLC96.9KShares$3.99 Million0.02% of portfolio