Cerro Pacific Wealth Advisors LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Cerro Pacific Wealth Advisors LLC
- $297 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FDEC
# of Institutions
131Shares Held
6.67MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY849KShares$38.6 Million1.07% of portfolio
-
Envestnet Asset Management Inc668KShares$30.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC565KShares$25.7 Million0.01% of portfolio
-
Cwm, LLC391KShares$17.8 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL365KShares$16.6 Million0.01% of portfolio