Sea Crest Wealth Management, LLC Columbia ETF Tr Ii Columbia In Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding INCO
# of Institutions
79Shares Held
2.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY495KShares$28.9 Million0.0% of portfolio
-
Osborne Partners Capital Management, LLC227KShares$13.3 Million0.85% of portfolio
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Lpl Financial LLC Fort Mill, SC165KShares$9.62 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC161KShares$9.42 Million0.0% of portfolio
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Old Mission Capital LLC91.4KShares$5.34 Million0.03% of portfolio