Accurate Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding DSEP
# of Institutions
88Shares Held
2.52MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc172KShares$7.08 Million0.0% of portfolio
-
Spectrum Asset Management, Inc.171KShares$7.05 Million3.13% of portfolio
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Kestra Advisory Services, LLC169KShares$7 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL131KShares$5.39 Million0.0% of portfolio
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Cwm, LLC96.9KShares$4 Million0.02% of portfolio