Financial Advocates Investment Management Legg Mason ETF Invt Tr Westn A Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
A detailed history of Financial Advocates Investment Management transactions in Legg Mason ETF Invt Tr Westn A stock. As of the latest transaction made, Financial Advocates Investment Management holds 8,582 shares of WINC stock, worth $205,195. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,582
Previous 8,731
1.71%
Holding current value
$205,195
Previous $208,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding WINC
# of Institutions
13Shares Held
374KCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC104KShares$2.49 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC92.7KShares$2.22 Million0.0% of portfolio
-
Encompass More Asset Management Danville, CA80.5KShares$1.93 Million0.75% of portfolio
-
Choreo, LLC Minneapolis, MN27KShares$644,6130.01% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX24KShares$573,4570.08% of portfolio