Sage Private Wealth Group, LLC First Tr S&P Reit Index Fd Transaction History
Sage Private Wealth Group, LLC
- $133 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding FRI
# of Institutions
80Shares Held
4.55MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY826KShares$21.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC786KShares$20.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL573KShares$15 Million0.03% of portfolio
-
Tcp Asset Management, LLC Columbus, OH290KShares$7.63 Million1.91% of portfolio
-
Ubs Group Ag211KShares$5.53 Million0.0% of portfolio