Stonebridge Financial Planning Group, LLC First Tr Large Cap Value Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding FTA
# of Institutions
223Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$157 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$72.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$61.2 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL452KShares$32.6 Million0.01% of portfolio
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Envestnet Asset Management Inc417KShares$30.1 Million0.01% of portfolio