Altium Wealth Management LLC First Tr Pfd Secs & Income ETF Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
Shares
3 transactions
Others Institutions Holding FPE
# of Institutions
476Shares Held
213MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$870 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA13.7MShares$245 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$233 Million0.1% of portfolio
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Ubs Group Ag9.53MShares$170 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL8.57MShares$153 Million0.06% of portfolio