Penobscot Wealth Management Graniteshares ETF Tr Bloomber Transaction History
Penobscot Wealth Management
- $217 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding COMB
# of Institutions
42Shares Held
3.03MCall Options Held
0Put Options Held
0-
Resonant Capital Advisors, LLC568KShares$11.9 Million0.84% of portfolio
-
Betterment LLC New York, NY500KShares$10.5 Million0.02% of portfolio
-
Axiom Financial Strategies, LLC New Albany, IN323KShares$6.76 Million3.6% of portfolio
-
American Financial & Tax Strategies Inc New York, NY219KShares$4.58 Million2.32% of portfolio
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One Degree Advisors Inc San Diego, CA178KShares$3.73 Million1.55% of portfolio