R Pg Family Wealth Advisory, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
R Pg Family Wealth Advisory, LLC
- $251 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FDEC
# of Institutions
139Shares Held
7.81MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY849KShares$39 Million1.07% of portfolio
-
Envestnet Asset Management Inc668KShares$30.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC565KShares$26 Million0.01% of portfolio
-
Griffith & Werner, Inc. Canton, GA519KShares$23.8 Million15.27% of portfolio
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Cwm, LLC391KShares$18 Million0.07% of portfolio