Brown Miller Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Brown Miller Wealth Management, LLC
- $254 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding FYX
# of Institutions
177Shares Held
6.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$76.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$61.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$56.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL444KShares$42.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC427KShares$40.7 Million0.0% of portfolio