Cape Investment Advisory, Inc. First Tr Lge Cap Growth Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding FTC
# of Institutions
202Shares Held
5.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY833KShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC715KShares$106 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA443KShares$65.5 Million0.01% of portfolio
-
Janney Montgomery Scott LLC437KShares$64.6 Million0.17% of portfolio
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Ubs Group Ag270KShares$39.8 Million0.01% of portfolio