Ellis Investment Partners, LLC Columbia ETF Tr I Seligman Sem Transaction History
Ellis Investment Partners, LLC
- $495 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding SEMI
# of Institutions
16Shares Held
1.05MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN641KShares$15 Million0.0% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE158KShares$3.69 Million0.57% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE132KShares$3.09 Million0.36% of portfolio
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Fermata Advisors, LLC Sonoma, CA37.2KShares$871,7860.19% of portfolio
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Next Level Private LLC Harrison, NY18.3KShares$427,9300.2% of portfolio