Stonebridge Financial Planning Group, LLC First Trust Mid Cap Value Alph Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding FNK
# of Institutions
61Shares Held
2.84MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ1.3MShares$69.6 Million7.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC263KShares$14.1 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA248KShares$13.3 Million0.0% of portfolio
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Morgan Stanley New York, NY238KShares$12.8 Million0.0% of portfolio
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Gladstone Institutional Advisory LLC Boca Raton, FL66.4KShares$3.56 Million0.18% of portfolio