Napa Wealth Management Ishares Tr Core Conservative A Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding AOK
# of Institutions
173Shares Held
5.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc674KShares$25.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL618KShares$23.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC454KShares$17.3 Million0.01% of portfolio
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Sargent Bickham Lagudis LLC405KShares$15.4 Million1.12% of portfolio
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Black Rock Inc. New York, NY328KShares$12.4 Million0.0% of portfolio