Northwest Financial Advisors Capital Grp Core Plus Income E Transaction History
Northwest Financial Advisors
- $121 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding CGMS
# of Institutions
205Shares Held
41MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.45MShares$00.0% of portfolio
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Envestnet Asset Management Inc2.99MShares$00.0% of portfolio
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Morgan Stanley New York, NY2.51MShares$00.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio
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Commonwealth Equity Services, LLC1.71MShares$00.07% of portfolio