Stonebridge Financial Planning Group, LLC First Trust Small Cap Growth A Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
Shares
9 transactions
Others Institutions Holding FYC
# of Institutions
92Shares Held
3.27MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC536KShares$42.3 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA256KShares$20.2 Million0.0% of portfolio
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First Trust Advisors LP Wheaton, IL252KShares$19.9 Million0.02% of portfolio
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J Arnold Wealth Management CO Youngstown, OH209KShares$16.5 Million4.52% of portfolio
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Morgan Stanley New York, NY193KShares$15.2 Million0.0% of portfolio