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Institutional Investment Manager
WFG Advisors, LP
WFG Advisors, LP (CIK: 0001533892), located at 2711 N Haskell Ave, Dallas, TX. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q2)
Portfolio Summary: 2,053 holdings with a total value of $536,180,000.
#
Name
Shares
Value ($)
%
Options
Notes
2051 Kinder Morgan Inc. 121,463 9,985,000 1.86%
2052 EXXON MOBIL CORP 122,509 12,334,000 2.30%
2053 GENERAL MLS INC 515,917 27,106,000 5.06%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000910472-14-003395, filed 2014.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.