Beaird Harris Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
526Shares Held
272MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.23 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.24 Billion0.54% of portfolio
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Jpmorgan Chase & CO New York, NY17.5MShares$866 Million0.07% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$482 Million1.79% of portfolio
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Cwm, LLC8.42MShares$418 Million1.79% of portfolio