Insight Wealth Strategies, LLC Ishares Tr Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
Shares
8 transactions
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.6MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$298 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$189 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$149 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$104 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$73.6 Million0.02% of portfolio