Personal Cfo Solutions, LLC Proshares Tr S&P Tech Divid Ar Transaction History
Personal Cfo Solutions, LLC
- $497 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding TDV
# of Institutions
82Shares Held
2.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY275KShares$20.5 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC260KShares$19.4 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA197KShares$14.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC167KShares$12.5 Million0.0% of portfolio
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Commonwealth Equity Services, LLC166KShares$12.3 Million0.02% of portfolio