Holistic Financial Partners First Trust Global Tactical CO Transaction History
Holistic Financial Partners
- $205 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding FTGC
# of Institutions
261Shares Held
71.5MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA34.6MShares$820 Million0.19% of portfolio
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Morgan Stanley New York, NY7.77MShares$184 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.76MShares$65.4 Million0.03% of portfolio
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Total Investment Management Inc Scottsdale, AZ1.9MShares$44.9 Million5.04% of portfolio
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Royal Bank Of Canada Toronto, A61.62MShares$38.4 Million0.01% of portfolio