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
103Shares Held
3.12MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$12 Million2.6% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.8 Million4.44% of portfolio
-
Armis Advisers, LLC Atlanta, GA256KShares$11.4 Million0.86% of portfolio
-
Kestra Advisory Services, LLC155KShares$6.88 Million0.03% of portfolio
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Envestnet Asset Management Inc152KShares$6.75 Million0.0% of portfolio