Liberty Wealth Management LLC Global X Mlp ETF Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding MLPA
# of Institutions
230Shares Held
19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.75MShares$199 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.99MShares$106 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$59.7 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA1.01MShares$54 Million0.01% of portfolio
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Ubs Group Ag952KShares$50.6 Million0.01% of portfolio