Sanchez Wealth Management Group First Tr Lge Cap Growth Transaction History
Sanchez Wealth Management Group
- $347 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding FTC
# of Institutions
205Shares Held
5.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY825KShares$123 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$106 Million0.04% of portfolio
-
Janney Montgomery Scott LLC437KShares$65.1 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA419KShares$62.4 Million0.01% of portfolio
-
Ubs Group Ag266KShares$39.6 Million0.01% of portfolio