National Wealth Management Group, LLC First Tr Exchange Traded Fd Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FCTR
# of Institutions
46Shares Held
1.86MCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.389KShares$13.3 Million0.46% of portfolio
-
Lunt Capital Management, Inc. Holladay, UT315KShares$10.8 Million4.03% of portfolio
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Acg Wealth221KShares$7.54 Million1.32% of portfolio
-
Soltis Investment Advisors LLC St. George, UT186KShares$6.35 Million0.59% of portfolio
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Lpl Financial LLC Fort Mill, SC143KShares$4.87 Million0.0% of portfolio