Walkner Condon Financial Advisors LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DMAY
# of Institutions
75Shares Held
3.01MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph621KShares$25.2 Million8.51% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL304KShares$12.3 Million0.02% of portfolio
-
Kestra Advisory Services, LLC217KShares$8.81 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL202KShares$8.2 Million0.01% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX160KShares$6.48 Million2.11% of portfolio