Koa Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Koa Wealth Management, LLC
- $122 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,665Shares Held
506MCall Options Held
998KPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.33 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.7 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.23 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.12 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio