Financial Advisory Service, Inc. Trust For Professional Mgr Cro Transaction History
Financial Advisory Service, Inc.
- $1.18 Billion
- Q3 2024
Shares
8 transactions
Others Institutions Holding SPC
# of Institutions
12Shares Held
1.81MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.66MShares$34.3 Million7.04% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$616,4730.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA24.4KShares$503,6280.0% of portfolio
-
Ellsworth Advisors, LLC23.4KShares$483,5260.13% of portfolio
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Bank Of America Corp Charlotte, NC22.1KShares$457,3090.0% of portfolio