Wealth Shield Partners, LLC First Tr Large Cap Core Alphde Transaction History
Wealth Shield Partners, LLC
- $721 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
222Shares Held
7.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$109 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$84 Million0.04% of portfolio
-
Janney Montgomery Scott LLC503KShares$53.5 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$49.9 Million0.01% of portfolio
-
Ubs Group Ag235KShares$25 Million0.01% of portfolio