Newbridge Financial Services Group, Inc. Collaborative Invt Ser Tr Rare Transaction History
Newbridge Financial Services Group, Inc.
- $372 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding RDFI
# of Institutions
14Shares Held
914KCall Options Held
0Put Options Held
0-
Belpointe Asset Management LLC574KShares$00.0% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA117KShares$00.0% of portfolio
-
Independent Wealth Network Inc.99.6KShares$00.0% of portfolio
-
Clear Creek Financial Management, LLC48.4KShares$00.0% of portfolio
-
Gts Securities LLC New York, NY33.7KShares$00.04% of portfolio