Wealthsource Partners, LLC Spdr Bloomberg International C Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
12 transactions
Others Institutions Holding IBND
# of Institutions
115Shares Held
11.5MCall Options Held
0Put Options Held
0-
Mainstay Capital Management LLC3.41MShares$108 Million5.6% of portfolio
-
Farther Finance Advisors, LLC San Francisco, CA1.01MShares$31.9 Million0.49% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA698KShares$22 Million1.18% of portfolio
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Lodestar Private Asset Management LLC Alamo, CA508KShares$16 Million1.73% of portfolio
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Lifestyle Asset Management, Inc. Friendswood, TX457KShares$14.4 Million5.04% of portfolio