1776 Wealth LLC First Trust Multi Asset Divers Transaction History
1776 Wealth LLC
- $213 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding MDIV
# of Institutions
102Shares Held
9.11MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.38MShares$22.2 Million3.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC972KShares$15.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY802KShares$12.9 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC614KShares$9.88 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC539KShares$8.67 Million0.0% of portfolio