Wellington Wealth Strategies, Llc. Donoghue Forlines Risk Managed Transaction History
Wellington Wealth Strategies, Llc.
- $132 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFNV
# of Institutions
21Shares Held
1.77MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc720KShares$26.6 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL250KShares$9.24 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA237KShares$8.74 Million0.03% of portfolio
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Donoghue Forlines LLC140KShares$5.16 Million1.37% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL135KShares$4.97 Million0.28% of portfolio