National Wealth Management Group, LLC First Tr Exchange Traded Fd Fi Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding FXO
# of Institutions
243Shares Held
31MCall Options Held
7.5KPut Options Held
0-
First Trust Advisors LP Wheaton, IL15.1MShares$752 Million0.75% of portfolio
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Morgan Stanley New York, NY2.48MShares$124 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.9MShares$94.6 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.47MShares$73.1 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL704KShares$35.2 Million0.01% of portfolio