Worth Financial Advisory Group, LLC Innovator U.S. Equity Power Bu Transaction History
Worth Financial Advisory Group, LLC
- $157 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding PJUN
# of Institutions
169Shares Held
12MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.66MShares$103 Million0.04% of portfolio
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Penserra Capital Management LLC Orinda, CA1.29MShares$50.1 Million0.85% of portfolio
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Commonwealth Equity Services, LLC446KShares$17.3 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL439KShares$17 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ394KShares$15.2 Million0.03% of portfolio