Brown Miller Wealth Management, LLC First Tr Small Cap Core Alphad Transaction History
Brown Miller Wealth Management, LLC
- $257 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FYX
# of Institutions
160Shares Held
6.15MCall Options Held
2.3KPut Options Held
0-
Morgan Stanley New York, NY734KShares$75.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA620KShares$64 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC522KShares$53.9 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC453KShares$46.7 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6385KShares$39.7 Million0.01% of portfolio